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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 | $14,027 | $90,400-84.5% | $186,193-92.5% | $87,485-84.0% |
| Participation rate | 92.3% | 66.2%+26.1pp | 77.1%+15.2pp | 68.9%+23.4pp |
| Annual return | 15.73% | 22.15%-6.4pp | 78.03%-62.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $1,145 | $2,170-47.2% | $3,918-70.8% | $2,596-55.9% |
| Participant deferral / active EE | $1,341 | $4,330-69.0% | $6,513-79.4% | $4,274-68.6% |
| Admin fee / account holder | $1,202 | $8,673-86.1% | $11,058-89.1% | $7,775-84.5% |