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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 | $95,404-93.4% | $113,397-94.4% | $82,637-92.3% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.1pp |
| Annual return | 20.55% | 19.08%+1.5pp | 23.20%-2.6pp | 53.51%-33.0pp |
| Employer contribution / active EE | $1,198 | $2,307-48.1% | $2,977-59.8% | $2,552-53.1% |
| Participant deferral / active EE | $1,353 | $4,220-67.9% | $5,076-73.4% | $4,126-67.2% |
| Admin fee / account holder | $1,168 | $9,168-87.3% | $11,957-90.2% | $7,339-84.1% |