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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 | $77,472-92.2% | $100,415-94.0% | $80,959-92.5% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.7%+25.9pp |
| Annual return | 19.30% | 37.26%-18.0pp | 49.47%-30.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $1,854 | $2,800-33.8% | $3,943-53.0% | $2,757-32.8% |
| Participant deferral / active EE | $2,401 | $6,818-64.8% | $8,091-70.3% | $4,300-44.2% |
| Admin fee / account holder | $725 | $5,885-87.7% | $7,906-90.8% | $6,925-89.5% |