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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 | $11,873 | $77,638-84.7% | $156,551-92.4% | $62,881-81.1% |
| Participation rate | 71.0% | 71.2%-0.2pp | 84.0%-13.0pp | 69.3%+1.7pp |
| Annual return | 7.31% | 50.33%-43.0pp | 32.23%-24.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,051 | $3,444-69.5% | $5,501-80.9% | $2,281-53.9% |
| Participant deferral / active EE | $529 | $3,046-82.6% | $4,871-89.1% | $3,203-83.5% |
| Admin fee / account holder | $1,748 | $5,561-68.6% | $13,028-86.6% | $4,296-59.3% |