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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 | $108,825-94.2% | $156,181-96.0% | $82,448-92.4% |
| Participation rate | 90.5% | 72.4%+18.1pp | 78.8%+11.6pp | 68.1%+22.4pp |
| Annual return | 16.87% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $930 | $2,870-67.6% | $4,294-78.3% | $2,551-63.5% |
| Participant deferral / active EE | $1,465 | $4,577-68.0% | $6,132-76.1% | $4,139-64.6% |
| Admin fee / account holder | $895 | $9,341-90.4% | $14,586-93.9% | $7,234-87.6% |