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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 | $5,793 | $80,983-92.8% | $96,544-94.0% | $75,177-92.3% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 21.33% | 27.05%-5.7pp | 25.88%-4.5pp | 160.75%-139.4pp |
| Employer contribution / active EE | $897 | $2,282-60.7% | $2,966-69.8% | $2,671-66.4% |
| Participant deferral / active EE | $1,085 | $3,929-72.4% | $4,851-77.6% | $4,126-73.7% |
| Admin fee / account holder | $584 | $6,717-91.3% | $8,254-92.9% | $5,651-89.7% |