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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 | $9,496 | $86,940-89.1% | $102,434-90.7% | $80,935-88.3% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 13.59% | 18.89%-5.3pp | 29.46%-15.9pp | 35.66%-22.1pp |
| Employer contribution / active EE | $800 | $2,370-66.2% | $3,023-73.5% | $2,757-71.0% |
| Participant deferral / active EE | $1,730 | $4,121-58.0% | $5,055-65.8% | $4,299-59.8% |
| Admin fee / account holder | $1,107 | $8,047-86.2% | $9,462-88.3% | $6,924-84.0% |