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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 | $6,885 | $72,273-90.5% | $101,275-93.2% | $79,856-91.4% |
| Participation rate | 76.3% | 68.5%+7.9pp | 75.8%+0.5pp | 69.6%+6.7pp |
| Annual return | 11.43% | 22.30%-10.9pp | 46.48%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $648 | $2,691-75.9% | $3,660-82.3% | $2,471-73.8% |
| Participant deferral / active EE | $1,131 | $3,282-65.5% | $4,371-74.1% | $3,741-69.8% |
| Admin fee / account holder | $1,371 | $4,401-68.9% | $5,948-77.0% | $5,306-74.2% |