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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 | $7,327 | $106,864-93.1% | $147,318-95.0% | $82,637-91.1% |
| Participation rate | 96.9% | 75.5%+21.4pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 14.89% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,747 | $3,417-48.9% | $4,593-62.0% | $2,552-31.5% |
| Participant deferral / active EE | $1,559 | $6,496-76.0% | $7,906-80.3% | $4,126-62.2% |
| Admin fee / account holder | $2,586 | $8,415-69.3% | $13,708-81.1% | $7,339-64.8% |