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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 | $9,061 | $85,766-89.4% | $136,295-93.4% | $70,131-87.1% |
| Participation rate | 88.5% | 74.2%+14.3pp | 81.9%+6.5pp | 69.5%+18.9pp |
| Annual return | 18.09% | 31.45%-13.4pp | 5155.97%-5137.9pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,289 | $2,966-56.5% | $4,695-72.6% | $2,342-45.0% |
| Participant deferral / active EE | $1,260 | $5,051-75.1% | $6,247-79.8% | $3,332-62.2% |
| Admin fee / account holder | $569 | $5,420-89.5% | $9,243-93.8% | $4,645-87.7% |