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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 | $6,932 | $93,598-92.6% | $135,974-94.9% | $75,173-90.8% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.7pp | 67.2%+19.5pp |
| Annual return | 23.53% | 30.89%-7.4pp | 68.30%-44.8pp | 160.72%-137.2pp |
| Employer contribution / active EE | $1,130 | $3,538-68.1% | $4,859-76.7% | $2,671-57.7% |
| Participant deferral / active EE | $1,808 | $6,405-71.8% | $7,760-76.7% | $4,126-56.2% |
| Admin fee / account holder | $545 | $6,978-92.2% | $10,767-94.9% | $5,651-90.4% |