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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 | $6,653 | $71,197-90.7% | $93,669-92.9% | $80,925-91.8% |
| Participation rate | 87.3% | 60.4%+26.9pp | 68.7%+18.6pp | 67.7%+19.7pp |
| Annual return | 11.88% | 11.27%+0.6pp | 133.59%-121.7pp | 35.65%-23.8pp |
| Employer contribution / active EE | $1,591 | $1,565+1.7% | $2,424-34.3% | $2,756-42.3% |
| Participant deferral / active EE | $1,068 | $4,036-73.5% | $4,416-75.8% | $4,299-75.2% |
| Admin fee / account holder | $1,214 | $6,959-82.6% | $8,291-85.4% | $6,940-82.5% |