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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 | $8,534 | $93,598-90.9% | $135,974-93.7% | $75,173-88.6% |
| Participation rate | 92.5% | 75.2%+17.3pp | 81.9%+10.6pp | 67.2%+25.3pp |
| Annual return | 27.85% | 30.89%-3.0pp | 68.30%-40.5pp | 160.72%-132.9pp |
| Employer contribution / active EE | $1,261 | $3,538-64.3% | $4,859-74.0% | $2,671-52.8% |
| Participant deferral / active EE | $1,650 | $6,405-74.2% | $7,760-78.7% | $4,126-60.0% |
| Admin fee / account holder | $549 | $6,978-92.1% | $10,767-94.9% | $5,651-90.3% |