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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 | $10,885 | $106,749-89.8% | $145,433-92.5% | $82,448-86.8% |
| Participation rate | 88.5% | 75.6%+12.8pp | 82.1%+6.3pp | 68.1%+20.4pp |
| Annual return | 23.31% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,146 | $3,444-66.7% | $4,554-74.8% | $2,551-55.1% |
| Participant deferral / active EE | $2,188 | $6,519-66.4% | $7,897-72.3% | $4,139-47.1% |
| Admin fee / account holder | $434 | $8,390-94.8% | $13,129-96.7% | $7,234-94.0% |