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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 | $6,174 | $93,598-93.4% | $135,974-95.5% | $75,173-91.8% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.3pp | 67.2%+9.5pp |
| Annual return | 17.90% | 30.89%-13.0pp | 68.30%-50.4pp | 160.72%-142.8pp |
| Employer contribution / active EE | $806 | $3,538-77.2% | $4,859-83.4% | $2,671-69.8% |
| Participant deferral / active EE | $1,280 | $6,405-80.0% | $7,760-83.5% | $4,126-69.0% |
| Admin fee / account holder | $709 | $6,978-89.8% | $10,767-93.4% | $5,651-87.5% |