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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 | $19,840 | $77,817-74.5% | $123,553-83.9% | $64,173-69.1% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.3%+13.2pp | 69.6%+26.0pp |
| Annual return | 7.11% | 12.49%-5.4pp | 119.21%-112.1pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,045 | $3,014-65.3% | $4,628-77.4% | $2,381-56.1% |
| Participant deferral / active EE | $1,058 | $5,240-79.8% | $6,426-83.5% | $3,470-69.5% |
| Admin fee / account holder | $1,749 | $5,519-68.3% | $9,284-81.2% | $4,887-64.2% |