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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 | $4,291 | $106,524-96.0% | $152,301-97.2% | $87,485-95.1% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.4%+9.0pp | 68.9%+22.5pp |
| Annual return | 22.00% | 26.89%-4.9pp | 80.50%-58.5pp | 26.06%-4.1pp |
| Employer contribution / active EE | $579 | $3,371-82.8% | $4,624-87.5% | $2,596-77.7% |
| Participant deferral / active EE | $1,432 | $6,525-78.1% | $8,004-82.1% | $4,274-66.5% |
| Admin fee / account holder | $859 | $8,287-89.6% | $14,398-94.0% | $7,775-88.9% |