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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 | $6,982 | $101,795-93.1% | $165,100-95.8% | $80,959-91.4% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 11.74% | 16.73%-5.0pp | 70.21%-58.5pp | 35.67%-23.9pp |
| Employer contribution / active EE | $907 | $2,954-69.3% | $4,348-79.1% | $2,757-67.1% |
| Participant deferral / active EE | $1,112 | $4,476-75.2% | $6,035-81.6% | $4,300-74.1% |
| Admin fee / account holder | $557 | $8,221-93.2% | $12,696-95.6% | $6,925-92.0% |