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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 | $9,613 | $106,524-91.0% | $152,301-93.7% | $87,485-89.0% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.4%-1.2pp | 68.9%+12.3pp |
| Annual return | 19.74% | 26.89%-7.2pp | 80.50%-60.8pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,318 | $3,371-60.9% | $4,624-71.5% | $2,596-49.2% |
| Participant deferral / active EE | $2,140 | $6,525-67.2% | $8,004-73.3% | $4,274-49.9% |
| Admin fee / account holder | $467 | $8,287-94.4% | $14,398-96.8% | $7,775-94.0% |