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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 | $99,875-93.0% | $146,866-95.2% | $86,983-91.9% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 17.16% | 28.10%-10.9pp | 102.85%-85.7pp | 25.83%-8.7pp |
| Employer contribution / active EE | $896 | $3,224-72.2% | $4,425-79.7% | $2,584-65.3% |
| Participant deferral / active EE | $2,087 | $6,322-67.0% | $7,759-73.1% | $4,194-50.2% |
| Admin fee / account holder | $1,707 | $7,838-78.2% | $13,620-87.5% | $7,856-78.3% |