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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 | $8,442 | $106,864-92.1% | $147,318-94.3% | $82,637-89.8% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 21.17% | 27.49%-6.3pp | 70.43%-49.3pp | 53.51%-32.3pp |
| Employer contribution / active EE | $1,151 | $3,417-66.3% | $4,593-74.9% | $2,552-54.9% |
| Participant deferral / active EE | $1,408 | $6,496-78.3% | $7,906-82.2% | $4,126-65.9% |
| Admin fee / account holder | $380 | $8,415-95.5% | $13,708-97.2% | $7,339-94.8% |