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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 | $6,158 | $109,359-94.4% | $162,177-96.2% | $72,975-91.6% |
| Participation rate | 86.4% | 84.3%+2.1pp | 87.6%-1.2pp | 69.5%+16.9pp |
| Annual return | 30.63% | 25.46%+5.2pp | 115.60%-85.0pp | 81.01%-50.4pp |
| Employer contribution / active EE | $1,241 | $3,907-68.2% | $5,613-77.9% | $2,440-49.1% |
| Participant deferral / active EE | $1,795 | $5,481-67.2% | $7,297-75.4% | $3,608-50.2% |
| Admin fee / account holder | $346 | $7,972-95.7% | $10,843-96.8% | $5,124-93.2% |