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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 | $20,586 | $106,524-80.7% | $152,301-86.5% | $87,485-76.5% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.4%-1.4pp | 68.9%+12.1pp |
| Annual return | 37.40% | 26.89%+10.5pp | 80.50%-43.1pp | 26.06%+11.3pp |
| Employer contribution / active EE | $959 | $3,371-71.6% | $4,624-79.3% | $2,596-63.1% |
| Participant deferral / active EE | $2,256 | $6,525-65.4% | $8,004-71.8% | $4,274-47.2% |
| Admin fee / account holder | $1,328 | $8,287-84.0% | $14,398-90.8% | $7,775-82.9% |