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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 | $106,864-95.0% | $147,318-96.4% | $82,637-93.5% |
| Participation rate | 78.3% | 75.5%+2.8pp | 82.1%-3.8pp | 68.1%+10.2pp |
| Annual return | 19.53% | 27.49%-8.0pp | 70.43%-50.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $807 | $3,417-76.4% | $4,593-82.4% | $2,552-68.4% |
| Participant deferral / active EE | $1,285 | $6,496-80.2% | $7,906-83.8% | $4,126-68.9% |
| Admin fee / account holder | $545 | $8,415-93.5% | $13,708-96.0% | $7,339-92.6% |