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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 | $7,128 | $72,273-90.1% | $101,275-93.0% | $79,856-91.1% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.8%+21.3pp | 69.6%+27.4pp |
| Annual return | 18.04% | 22.30%-4.3pp | 46.48%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,467 | $2,691+28.8% | $3,660-5.3% | $2,471+40.3% |
| Participant deferral / active EE | $720 | $3,282-78.1% | $4,371-83.5% | $3,741-80.8% |
| Admin fee / account holder | $1,527 | $4,401-65.3% | $5,948-74.3% | $5,306-71.2% |