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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 | $9,338 | $78,672-88.1% | $109,163-91.4% | $85,856-89.1% |
| Participation rate | 90.3% | 68.3%+22.0pp | 75.9%+14.4pp | 69.3%+21.0pp |
| Annual return | 16.74% | 25.09%-8.4pp | 25.75%-9.0pp | 318.58%-301.8pp |
| Employer contribution / active EE | $847 | $2,734-69.0% | $3,723-77.3% | $2,565-67.0% |
| Participant deferral / active EE | $1,460 | $3,467-57.9% | $4,654-68.6% | $3,952-63.1% |
| Admin fee / account holder | $1,303 | $5,470-76.2% | $6,754-80.7% | $6,261-79.2% |