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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 | $8,284 | $90,400-90.8% | $186,193-95.6% | $87,485-90.5% |
| Participation rate | 73.5% | 66.2%+7.3pp | 77.1%-3.6pp | 68.9%+4.6pp |
| Annual return | 16.68% | 22.15%-5.5pp | 78.03%-61.3pp | 26.06%-9.4pp |
| Employer contribution / active EE | $753 | $2,170-65.3% | $3,918-80.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,464 | $4,330-66.2% | $6,513-77.5% | $4,274-65.7% |
| Admin fee / account holder | $4,033 | $8,673-53.5% | $11,058-63.5% | $7,775-48.1% |