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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 | $25,601 | $86,940-70.6% | $102,434-75.0% | $80,935-68.4% |
| Participation rate | 78.3% | 72.4%+5.9pp | 76.5%+1.8pp | 67.7%+10.7pp |
| Annual return | 11.25% | 18.89%-7.6pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $5,210 | $2,370+119.9% | $3,023+72.3% | $2,757+89.0% |
| Participant deferral / active EE | $1,824 | $4,121-55.7% | $5,055-63.9% | $4,299-57.6% |
| Admin fee / account holder | $770 | $8,047-90.4% | $9,462-91.9% | $6,924-88.9% |