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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 | $9,848 | $108,825-91.0% | $156,181-93.7% | $82,448-88.1% |
| Participation rate | 78.1% | 72.4%+5.8pp | 78.8%-0.7pp | 68.1%+10.1pp |
| Annual return | 16.89% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $907 | $2,870-68.4% | $4,294-78.9% | $2,551-64.4% |
| Participant deferral / active EE | $1,106 | $4,577-75.8% | $6,132-82.0% | $4,139-73.3% |
| Admin fee / account holder | $750 | $9,341-92.0% | $14,586-94.9% | $7,234-89.6% |