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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 | $6,745 | $49,249-86.3% | $70,476-90.4% | $79,852-91.6% |
| Participation rate | 88.1% | 69.2%+18.9pp | 75.1%+13.0pp | 69.6%+18.4pp |
| Annual return | 18.17% | 30.09%-11.9pp | 109.12%-90.9pp | 31.72%-13.6pp |
| Employer contribution / active EE | $799 | $2,100-62.0% | $2,738-70.8% | $2,471-67.7% |
| Participant deferral / active EE | $717 | $2,769-74.1% | $3,710-80.7% | $3,740-80.8% |
| Admin fee / account holder | $435 | $2,878-84.9% | $3,847-88.7% | $5,306-91.8% |