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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 | $25,959 | $114,712-77.4% | $173,730-85.1% | $87,485-70.3% |
| Participation rate | 79.2% | 73.0%+6.2pp | 79.6%-0.4pp | 68.9%+10.2pp |
| Annual return | 13.30% | 20.18%-6.9pp | 19.96%-6.7pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,963 | $2,904-32.4% | $4,577-57.1% | $2,596-24.4% |
| Participant deferral / active EE | $994 | $4,642-78.6% | $6,326-84.3% | $4,274-76.7% |
| Admin fee / account holder | $1,658 | $10,210-83.8% | $17,523-90.5% | $7,775-78.7% |