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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 | $106,749-92.6% | $145,433-94.6% | $82,448-90.4% |
| Participation rate | 93.7% | 75.6%+18.0pp | 82.1%+11.6pp | 68.1%+25.6pp |
| Annual return | 20.10% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,851 | $3,444-46.3% | $4,554-59.4% | $2,551-27.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $454 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |