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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 | $99,875-93.1% | $146,866-95.3% | $86,983-92.0% |
| Participation rate | 97.6% | 75.8%+21.8pp | 82.5%+15.1pp | 69.5%+28.0pp |
| Annual return | 19.48% | 28.10%-8.6pp | 102.85%-83.4pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,685 | $3,224-47.7% | $4,425-61.9% | $2,584-34.8% |
| Participant deferral / active EE | $2,131 | $6,322-66.3% | $7,759-72.5% | $4,194-49.2% |
| Admin fee / account holder | $916 | $7,838-88.3% | $13,620-93.3% | $7,856-88.3% |