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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 | $6,008 | $106,864-94.4% | $147,318-95.9% | $82,637-92.7% |
| Participation rate | 91.9% | 75.5%+16.4pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 19.43% | 27.49%-8.1pp | 70.43%-51.0pp | 53.51%-34.1pp |
| Employer contribution / active EE | $1,080 | $3,417-68.4% | $4,593-76.5% | $2,552-57.7% |
| Participant deferral / active EE | $1,517 | $6,496-76.6% | $7,906-80.8% | $4,126-63.2% |
| Admin fee / account holder | $332 | $8,415-96.1% | $13,708-97.6% | $7,339-95.5% |