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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 | $6,062 | $77,523-92.2% | $100,383-94.0% | $80,874-92.5% |
| Participation rate | 93.5% | 77.0%+16.6pp | 81.5%+12.0pp | 67.6%+25.9pp |
| Annual return | 19.30% | 37.21%-17.9pp | 49.26%-30.0pp | 35.62%-16.3pp |
| Employer contribution / active EE | $1,854 | $2,801-33.8% | $3,944-53.0% | $2,756-32.7% |
| Participant deferral / active EE | $2,401 | $6,822-64.8% | $8,086-70.3% | $4,297-44.1% |
| Admin fee / account holder | $725 | $5,899-87.7% | $7,900-90.8% | $6,935-89.5% |