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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 | $7,598 | $93,598-91.9% | $135,974-94.4% | $75,173-89.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 18.50% | 30.89%-12.4pp | 68.30%-49.8pp | 160.72%-142.2pp |
| Employer contribution / active EE | $1,281 | $3,538-63.8% | $4,859-73.6% | $2,671-52.0% |
| Participant deferral / active EE | $2,363 | $6,405-63.1% | $7,760-69.5% | $4,126-42.7% |
| Admin fee / account holder | $740 | $6,978-89.4% | $10,767-93.1% | $5,651-86.9% |