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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 | $8,934 | $93,617-90.5% | $135,982-93.4% | $75,177-88.1% |
| Participation rate | 83.3% | 75.2%+8.1pp | 81.9%+1.4pp | 67.2%+16.1pp |
| Annual return | 18.82% | 30.89%-12.1pp | 68.32%-49.5pp | 160.75%-141.9pp |
| Employer contribution / active EE | $796 | $3,538-77.5% | $4,859-83.6% | $2,671-70.2% |
| Participant deferral / active EE | $1,354 | $6,406-78.9% | $7,760-82.6% | $4,126-67.2% |
| Admin fee / account holder | $753 | $6,980-89.2% | $10,767-93.0% | $5,651-86.7% |