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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 | $8,501 | $81,504-89.6% | $102,437-91.7% | $80,959-89.5% |
| Participation rate | 88.4% | 66.9%+21.5pp | 74.5%+13.9pp | 67.7%+20.7pp |
| Annual return | 15.78% | 25.60%-9.8pp | 24.95%-9.2pp | 35.67%-19.9pp |
| Employer contribution / active EE | $1,335 | $3,104-57.0% | $3,871-65.5% | $2,757-51.6% |
| Participant deferral / active EE | $1,376 | $3,871-64.4% | $5,060-72.8% | $4,300-68.0% |
| Admin fee / account holder | $929 | $6,719-86.2% | $8,388-88.9% | $6,925-86.6% |