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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 | $19,133 | $77,523-75.3% | $100,383-80.9% | $80,874-76.3% |
| Participation rate | 70.7% | 77.0%-6.3pp | 81.5%-10.8pp | 67.6%+3.0pp |
| Annual return | 16.57% | 37.21%-20.6pp | 49.26%-32.7pp | 35.62%-19.0pp |
| Employer contribution / active EE | $1,622 | $2,801-42.1% | $3,944-58.9% | $2,756-41.1% |
| Participant deferral / active EE | $2,717 | $6,822-60.2% | $8,086-66.4% | $4,297-36.8% |
| Admin fee / account holder | $1,318 | $5,899-77.7% | $7,900-83.3% | $6,935-81.0% |