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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 | $7,023 | $106,749-93.4% | $145,433-95.2% | $82,448-91.5% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 17.16% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $896 | $3,444-74.0% | $4,554-80.3% | $2,551-64.9% |
| Participant deferral / active EE | $2,087 | $6,519-68.0% | $7,897-73.6% | $4,139-49.6% |
| Admin fee / account holder | $1,707 | $8,390-79.7% | $13,129-87.0% | $7,234-76.4% |