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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 | $4,433 | $81,487-94.6% | $102,412-95.7% | $80,935-94.5% |
| Participation rate | 79.7% | 66.8%+12.9pp | 74.5%+5.2pp | 67.7%+12.1pp |
| Annual return | 15.29% | 25.60%-10.3pp | 24.94%-9.6pp | 35.66%-20.4pp |
| Employer contribution / active EE | $1,203 | $3,103-61.2% | $3,870-68.9% | $2,757-56.4% |
| Participant deferral / active EE | $1,428 | $3,871-63.1% | $5,060-71.8% | $4,299-66.8% |
| Admin fee / account holder | $780 | $6,717-88.4% | $8,388-90.7% | $6,924-88.7% |