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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 | $106,864-93.5% | $147,318-95.3% | $82,637-91.6% |
| Participation rate | 97.6% | 75.5%+22.1pp | 82.1%+15.5pp | 68.1%+29.5pp |
| Annual return | 19.48% | 27.49%-8.0pp | 70.43%-51.0pp | 53.51%-34.0pp |
| Employer contribution / active EE | $1,685 | $3,417-50.7% | $4,593-63.3% | $2,552-34.0% |
| Participant deferral / active EE | $2,131 | $6,496-67.2% | $7,906-73.1% | $4,126-48.4% |
| Admin fee / account holder | $916 | $8,415-89.1% | $13,708-93.3% | $7,339-87.5% |