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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,929 | $106,524-93.5% | $152,301-95.5% | $87,485-92.1% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.4%+15.1pp | 68.9%+28.6pp |
| Annual return | 19.48% | 26.89%-7.4pp | 80.50%-61.0pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,685 | $3,371-50.0% | $4,624-63.6% | $2,596-35.1% |
| Participant deferral / active EE | $2,131 | $6,525-67.3% | $8,004-73.4% | $4,274-50.1% |
| Admin fee / account holder | $916 | $8,287-88.9% | $14,398-93.6% | $7,775-88.2% |