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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 | $17,633 | $106,749-83.5% | $145,433-87.9% | $82,448-78.6% |
| Participation rate | 93.8% | 75.6%+18.1pp | 82.1%+11.6pp | 68.1%+25.7pp |
| Annual return | 19.26% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $3,016 | $3,444-12.4% | $4,554-33.8% | $2,551+18.2% |
| Participant deferral / active EE | $1,136 | $6,519-82.6% | $7,897-85.6% | $4,139-72.6% |
| Admin fee / account holder | $353 | $8,390-95.8% | $13,129-97.3% | $7,234-95.1% |