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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 | $7,062 | $98,766-92.9% | $149,730-95.3% | $79,852-91.2% |
| Participation rate | 80.6% | 75.8%+4.9pp | 82.5%-1.8pp | 69.6%+11.0pp |
| Annual return | 19.44% | 27.43%-8.0pp | 276.70%-257.3pp | 31.72%-12.3pp |
| Employer contribution / active EE | $1,072 | $3,217-66.7% | $4,645-76.9% | $2,471-56.6% |
| Participant deferral / active EE | $1,769 | $5,681-68.9% | $6,843-74.1% | $3,740-52.7% |
| Admin fee / account holder | $1,140 | $6,052-81.2% | $9,310-87.8% | $5,306-78.5% |