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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 | $110,137-76.4% | $161,149-83.9% | $82,637-68.6% |
| Participation rate | 79.2% | 72.4%+6.8pp | 78.8%+0.3pp | 68.1%+11.1pp |
| Annual return | 13.30% | 20.69%-7.4pp | 21.16%-7.9pp | 53.51%-40.2pp |
| Employer contribution / active EE | $1,963 | $2,856-31.3% | $4,360-55.0% | $2,552-23.1% |
| Participant deferral / active EE | $994 | $4,575-78.3% | $6,153-83.8% | $4,126-75.9% |
| Admin fee / account holder | $1,658 | $9,467-82.5% | $15,194-89.1% | $7,339-77.4% |