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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 | $7,959 | $106,749-92.5% | $145,433-94.5% | $82,448-90.3% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 26.72% | 27.59%-0.9pp | 66.58%-39.9pp | 41.64%-14.9pp |
| Employer contribution / active EE | $1,182 | $3,444-65.7% | $4,554-74.0% | $2,551-53.7% |
| Participant deferral / active EE | $1,908 | $6,519-70.7% | $7,897-75.8% | $4,139-53.9% |
| Admin fee / account holder | $488 | $8,390-94.2% | $13,129-96.3% | $7,234-93.3% |