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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 | $9,402 | $106,749-91.2% | $145,433-93.5% | $82,448-88.6% |
| Participation rate | 76.7% | 75.6%+1.0pp | 82.1%-5.5pp | 68.1%+8.6pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $845 | $3,444-75.5% | $4,554-81.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,950 | $6,519-70.1% | $7,897-75.3% | $4,139-52.9% |
| Admin fee / account holder | $466 | $8,390-94.4% | $13,129-96.5% | $7,234-93.6% |