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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 | $18,776 | $106,749-82.4% | $145,433-87.1% | $82,448-77.2% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 15.63% | 27.59%-12.0pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,632 | $3,444-52.6% | $4,554-64.2% | $2,551-36.0% |
| Participant deferral / active EE | $1,848 | $6,519-71.7% | $7,897-76.6% | $4,139-55.4% |
| Admin fee / account holder | $2,222 | $8,390-73.5% | $13,129-83.1% | $7,234-69.3% |