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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 | $4,524 | $86,940-94.8% | $102,434-95.6% | $80,935-94.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 28.89% | 18.89%+10.0pp | 29.46%-0.6pp | 35.66%-6.8pp |
| Employer contribution / active EE | $1,780 | $2,370-24.9% | $3,023-41.1% | $2,757-35.4% |
| Participant deferral / active EE | $1,687 | $4,121-59.1% | $5,055-66.6% | $4,299-60.8% |
| Admin fee / account holder | $1,046 | $8,047-87.0% | $9,462-88.9% | $6,924-84.9% |