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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 | $18,490 | $86,949-78.7% | $102,460-82.0% | $80,959-77.2% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.7%+2.3pp |
| Annual return | 11.90% | 18.89%-7.0pp | 29.47%-17.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,683 | $2,370+13.2% | $3,025-11.3% | $2,757-2.7% |
| Participant deferral / active EE | $457 | $4,121-88.9% | $5,056-91.0% | $4,300-89.4% |
| Admin fee / account holder | $680 | $8,048-91.6% | $9,460-92.8% | $6,925-90.2% |