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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 | $8,270 | $84,236-90.2% | $170,435-95.1% | $70,126-88.2% |
| Participation rate | 89.7% | 70.8%+18.9pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 13.89% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $952 | $3,387-71.9% | $5,432-82.5% | $2,343-59.4% |
| Participant deferral / active EE | $739 | $3,086-76.0% | $4,939-85.0% | $3,332-77.8% |
| Admin fee / account holder | $314 | $5,698-94.5% | $13,881-97.7% | $4,645-93.2% |