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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 | $6,030 | $65,367-90.8% | $92,915-93.5% | $72,976-91.7% |
| Participation rate | 78.8% | 68.3%+10.5pp | 76.0%+2.8pp | 69.5%+9.4pp |
| Annual return | 21.10% | 42.11%-21.0pp | 109.45%-88.3pp | 81.02%-59.9pp |
| Employer contribution / active EE | $3,380 | $2,594+30.3% | $3,653-7.5% | $2,440+38.5% |
| Participant deferral / active EE | $446 | $3,128-85.7% | $4,238-89.5% | $3,608-87.6% |
| Admin fee / account holder | $1,510 | $4,251-64.5% | $5,796-73.9% | $5,124-70.5% |