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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 | $5,102 | $78,520-93.5% | $96,576-94.7% | $82,448-93.8% |
| Participation rate | 91.5% | 77.7%+13.7pp | 81.4%+10.0pp | 68.1%+23.4pp |
| Annual return | 35.19% | 41.30%-6.1pp | 38.47%-3.3pp | 41.64%-6.5pp |
| Employer contribution / active EE | $1,143 | $2,630-56.5% | $3,553-67.8% | $2,551-55.2% |
| Participant deferral / active EE | $1,648 | $6,754-75.6% | $7,956-79.3% | $4,139-60.2% |
| Admin fee / account holder | $1,527 | $13,455-88.7% | $11,381-86.6% | $7,234-78.9% |