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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 | $9,998 | $78,428-87.3% | $95,960-89.6% | $79,852-87.5% |
| Participation rate | 82.3% | 73.5%+8.8pp | 77.1%+5.2pp | 69.6%+12.6pp |
| Annual return | 14.82% | 19.37%-4.6pp | 91.63%-76.8pp | 31.72%-16.9pp |
| Employer contribution / active EE | $789 | $1,945-59.4% | $2,541-69.0% | $2,471-68.1% |
| Participant deferral / active EE | $1,516 | $3,440-55.9% | $4,167-63.6% | $3,740-59.5% |
| Admin fee / account holder | $993 | $5,622-82.3% | $6,797-85.4% | $5,306-81.3% |