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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 | $7,909 | $107,421-92.6% | $182,262-95.7% | $94,015-91.6% |
| Participation rate | 93.7% | 77.8%+15.9pp | 84.2%+9.5pp | 70.8%+22.8pp |
| Annual return | 20.10% | 21.32%-1.2pp | 140.60%-120.5pp | 17.84%+2.3pp |
| Employer contribution / active EE | $1,851 | $3,448-46.3% | $5,046-63.3% | $2,790-33.7% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $454 | $8,692-94.8% | $16,712-97.3% | $8,951-94.9% |