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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 | $6,304 | $114,712-94.5% | $173,730-96.4% | $87,485-92.8% |
| Participation rate | 90.5% | 73.0%+17.5pp | 79.6%+10.9pp | 68.9%+21.5pp |
| Annual return | 16.87% | 20.18%-3.3pp | 19.96%-3.1pp | 26.06%-9.2pp |
| Employer contribution / active EE | $930 | $2,904-68.0% | $4,577-79.7% | $2,596-64.2% |
| Participant deferral / active EE | $1,465 | $4,642-68.4% | $6,326-76.8% | $4,274-65.7% |
| Admin fee / account holder | $895 | $10,210-91.2% | $17,523-94.9% | $7,775-88.5% |