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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 | $106,749-91.0% | $145,433-93.4% | $82,448-88.3% |
| Participation rate | 81.3% | 75.6%+5.6pp | 82.1%-0.9pp | 68.1%+13.2pp |
| Annual return | 19.74% | 27.59%-7.9pp | 66.58%-46.8pp | 41.64%-21.9pp |
| Employer contribution / active EE | $1,318 | $3,444-61.7% | $4,554-71.1% | $2,551-48.3% |
| Participant deferral / active EE | $2,140 | $6,519-67.2% | $7,897-72.9% | $4,139-48.3% |
| Admin fee / account holder | $467 | $8,390-94.4% | $13,129-96.4% | $7,234-93.5% |