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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 | $6,900 | $93,617-92.6% | $135,982-94.9% | $75,177-90.8% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 67.2%+26.8pp |
| Annual return | 22.07% | 30.89%-8.8pp | 68.32%-46.3pp | 160.75%-138.7pp |
| Employer contribution / active EE | $1,590 | $3,538-55.0% | $4,859-67.3% | $2,671-40.5% |
| Participant deferral / active EE | $2,357 | $6,406-63.2% | $7,760-69.6% | $4,126-42.9% |
| Admin fee / account holder | $931 | $6,980-86.7% | $10,767-91.4% | $5,651-83.5% |