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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 | $6,252 | $81,331-92.3% | $155,534-96.0% | $80,935-92.3% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 12.01% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,391 | $3,105-55.2% | $4,675-70.3% | $2,757-49.6% |
| Participant deferral / active EE | $429 | $3,454-87.6% | $5,630-92.4% | $4,299-90.0% |
| Admin fee / account holder | $612 | $7,999-92.3% | $15,900-96.2% | $6,924-91.2% |