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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 | $3,920 | $101,795-96.1% | $165,100-97.6% | $80,959-95.2% |
| Participation rate | 93.5% | 71.8%+21.7pp | 78.6%+14.9pp | 67.7%+25.9pp |
| Annual return | 18.54% | 16.73%+1.8pp | 70.21%-51.7pp | 35.67%-17.1pp |
| Employer contribution / active EE | $1,252 | $2,954-57.6% | $4,348-71.2% | $2,757-54.6% |
| Participant deferral / active EE | $1,296 | $4,476-71.0% | $6,035-78.5% | $4,300-69.9% |
| Admin fee / account holder | $1,073 | $8,221-86.9% | $12,696-91.5% | $6,925-84.5% |