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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 | $7,889 | $95,404-91.7% | $113,397-93.0% | $82,637-90.5% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 15.51% | 19.08%-3.6pp | 23.20%-7.7pp | 53.51%-38.0pp |
| Employer contribution / active EE | $966 | $2,307-58.1% | $2,977-67.5% | $2,552-62.1% |
| Participant deferral / active EE | $1,292 | $4,220-69.4% | $5,076-74.5% | $4,126-68.7% |
| Admin fee / account holder | $2,325 | $9,168-74.6% | $11,957-80.6% | $7,339-68.3% |