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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 | $7,682 | $106,524-92.8% | $152,301-95.0% | $87,485-91.2% |
| Participation rate | 92.3% | 75.8%+16.6pp | 82.4%+9.9pp | 68.9%+23.4pp |
| Annual return | 14.37% | 26.89%-12.5pp | 80.50%-66.1pp | 26.06%-11.7pp |
| Employer contribution / active EE | $713 | $3,371-78.9% | $4,624-84.6% | $2,596-72.6% |
| Participant deferral / active EE | $957 | $6,525-85.3% | $8,004-88.0% | $4,274-77.6% |
| Admin fee / account holder | $1,168 | $8,287-85.9% | $14,398-91.9% | $7,775-85.0% |