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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 | $8,865 | $239,571-96.3% | $183,328-95.2% | $137,256-93.5% |
| Participation rate | 78.3% | 82.4%-4.1pp | 77.3%+0.9pp | 80.0%-1.7pp |
| Annual return | 16.27% | 35.69%-19.4pp | 29.67%-13.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,531 | $6,148-75.1% | $5,055-69.7% | $4,156-63.2% |
| Participant deferral / active EE | $2,285 | $7,995-71.4% | $6,795-66.4% | $6,407-64.3% |
| Admin fee / account holder | $4,270 | $30,059-85.8% | $21,427-80.1% | $12,270-65.2% |