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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 | $13,906 | $51,283-72.9% | $95,740-85.5% | $71,511-80.6% |
| Participation rate | 97.6% | 63.1%+34.5pp | 72.3%+25.3pp | 67.9%+29.6pp |
| Annual return | 26.19% | 25.25%+0.9pp | 28.41%-2.2pp | 28.86%-2.7pp |
| Employer contribution / active EE | $1,504 | $1,817-17.2% | $2,836-47.0% | $2,589-41.9% |
| Participant deferral / active EE | $1,204 | $3,365-64.2% | $4,244-71.6% | $4,291-72.0% |
| Admin fee / account holder | $499 | $1,135-56.1% | $5,676-91.2% | $1,588-68.6% |