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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 | $6,763 | $106,864-93.7% | $147,318-95.4% | $82,637-91.8% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 29.96% | 27.49%+2.5pp | 70.43%-40.5pp | 53.51%-23.5pp |
| Employer contribution / active EE | $1,450 | $3,417-57.5% | $4,593-68.4% | $2,552-43.2% |
| Participant deferral / active EE | $1,130 | $6,496-82.6% | $7,906-85.7% | $4,126-72.6% |
| Admin fee / account holder | $317 | $8,415-96.2% | $13,708-97.7% | $7,339-95.7% |