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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 | $6,082 | $94,436-93.6% | $115,599-94.7% | $82,637-92.6% |
| Participation rate | 91.3% | 70.4%+20.9pp | 74.3%+17.0pp | 68.1%+23.2pp |
| Annual return | 17.52% | 18.37%-0.9pp | 111.10%-93.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $837 | $2,324-64.0% | $2,955-71.7% | $2,552-67.2% |
| Participant deferral / active EE | $1,676 | $3,955-57.6% | $4,889-65.7% | $4,126-59.4% |
| Admin fee / account holder | $2,700 | $10,328-73.9% | $12,841-79.0% | $7,339-63.2% |