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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 | $7,786 | $76,551-89.8% | $123,894-93.7% | $62,881-87.6% |
| Participation rate | 83.3% | 73.0%+10.4pp | 81.4%+1.9pp | 69.3%+14.0pp |
| Annual return | 10.65% | 18.68%-8.0pp | 47.52%-36.9pp | 20.14%-9.5pp |
| Employer contribution / active EE | $1,114 | $2,882-61.3% | $4,617-75.9% | $2,281-51.2% |
| Participant deferral / active EE | $1,112 | $4,840-77.0% | $5,984-81.4% | $3,203-65.3% |
| Admin fee / account holder | $1,875 | $4,826-61.1% | $8,357-77.6% | $4,296-56.3% |