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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 | $6,344 | $95,453-93.4% | $112,040-94.3% | $82,448-92.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 20.55% | 23.92%-3.4pp | 24.52%-4.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,198 | $2,318-48.3% | $2,954-59.5% | $2,551-53.0% |
| Participant deferral / active EE | $1,353 | $4,224-68.0% | $5,098-73.5% | $4,139-67.3% |
| Admin fee / account holder | $1,168 | $9,013-87.0% | $12,098-90.3% | $7,234-83.9% |