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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 | $81,457-89.6% | $103,378-91.8% | $80,911-89.5% |
| Participation rate | 88.4% | 66.8%+21.5pp | 74.5%+13.9pp | 67.6%+20.7pp |
| Annual return | 15.78% | 25.58%-9.8pp | 24.91%-9.1pp | 35.63%-19.9pp |
| Employer contribution / active EE | $1,335 | $3,107-57.0% | $3,870-65.5% | $2,756-51.6% |
| Participant deferral / active EE | $1,376 | $3,871-64.4% | $5,058-72.8% | $4,297-68.0% |
| Admin fee / account holder | $929 | $6,717-86.2% | $8,401-88.9% | $6,935-86.6% |