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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 | $22,506 | $95,453-76.4% | $112,040-79.9% | $82,448-72.7% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 16.03% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $6,660 | $2,318+187.3% | $2,954+125.5% | $2,551+161.1% |
| Participant deferral / active EE | $884 | $4,224-79.1% | $5,098-82.7% | $4,139-78.6% |
| Admin fee / account holder | $1,891 | $9,013-79.0% | $12,098-84.4% | $7,234-73.9% |