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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 | $8,567 | $95,453-91.0% | $112,040-92.4% | $82,448-89.6% |
| Participation rate | 87.5% | 72.8%+14.7pp | 76.5%+11.0pp | 68.1%+19.4pp |
| Annual return | 15.03% | 23.92%-8.9pp | 24.52%-9.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $784 | $2,318-66.2% | $2,954-73.4% | $2,551-69.3% |
| Participant deferral / active EE | $1,411 | $4,224-66.6% | $5,098-72.3% | $4,139-65.9% |
| Admin fee / account holder | $2,894 | $9,013-67.9% | $12,098-76.1% | $7,234-60.0% |