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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 | $18,843 | $123,793-84.8% | $177,840-89.4% | $79,852-76.4% |
| Participation rate | 97.2% | 84.7%+12.5pp | 87.7%+9.5pp | 69.6%+27.5pp |
| Annual return | 21.08% | 22.82%-1.7pp | 48.32%-27.2pp | 31.72%-10.6pp |
| Employer contribution / active EE | $3,221 | $4,095-21.3% | $5,919-45.6% | $2,471+30.4% |
| Participant deferral / active EE | $1,548 | $5,956-74.0% | $7,714-79.9% | $3,740-58.6% |
| Admin fee / account holder | $561 | $7,243-92.2% | $12,431-95.5% | $5,306-89.4% |