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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 | $5,001 | $56,894-91.2% | $84,753-94.1% | $62,881-92.0% |
| Participation rate | 92.3% | 68.5%+23.8pp | 76.6%+15.7pp | 69.3%+23.0pp |
| Annual return | 5.44% | 6.30%-0.9pp | 22.78%-17.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,089 | $2,400-54.6% | $3,574-69.5% | $2,281-52.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $310 | $3,581-91.3% | $5,333-94.2% | $4,296-92.8% |