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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 | $4,026 | $106,864-96.2% | $147,318-97.3% | $82,637-95.1% |
| Participation rate | 78.1% | 75.5%+2.6pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 20.52% | 27.49%-7.0pp | 70.43%-49.9pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,552 | $3,417-54.6% | $4,593-66.2% | $2,552-39.2% |
| Participant deferral / active EE | $2,039 | $6,496-68.6% | $7,906-74.2% | $4,126-50.6% |
| Admin fee / account holder | $1,960 | $8,415-76.7% | $13,708-85.7% | $7,339-73.3% |