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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 | $106,864-91.2% | $147,318-93.6% | $82,637-88.6% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.1%-5.4pp | 68.1%+8.6pp |
| Annual return | 19.90% | 27.49%-7.6pp | 70.43%-50.5pp | 53.51%-33.6pp |
| Employer contribution / active EE | $845 | $3,417-75.3% | $4,593-81.6% | $2,552-66.9% |
| Participant deferral / active EE | $1,950 | $6,496-70.0% | $7,906-75.3% | $4,126-52.7% |
| Admin fee / account holder | $466 | $8,415-94.5% | $13,708-96.6% | $7,339-93.7% |