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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 | $8,470 | $90,745-90.7% | $130,270-93.5% | $75,177-88.7% |
| Participation rate | 87.5% | 71.1%+16.4pp | 76.3%+11.2pp | 67.2%+20.3pp |
| Annual return | 33.79% | 34.45%-0.7pp | 38.89%-5.1pp | 160.75%-127.0pp |
| Employer contribution / active EE | $1,951 | $3,314-41.1% | $4,128-52.7% | $2,671-27.0% |
| Participant deferral / active EE | $1,427 | $5,362-73.4% | $6,797-79.0% | $4,126-65.4% |
| Admin fee / account holder | $792 | $6,331-87.5% | $6,022-86.8% | $5,651-86.0% |