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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 | $5,361 | $106,749-95.0% | $145,433-96.3% | $82,448-93.5% |
| Participation rate | 78.3% | 75.6%+2.6pp | 82.1%-3.9pp | 68.1%+10.2pp |
| Annual return | 19.53% | 27.59%-8.1pp | 66.58%-47.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $807 | $3,444-76.6% | $4,554-82.3% | $2,551-68.4% |
| Participant deferral / active EE | $1,285 | $6,519-80.3% | $7,897-83.7% | $4,139-69.0% |
| Admin fee / account holder | $545 | $8,390-93.5% | $13,129-95.9% | $7,234-92.5% |