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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 | $106,524-82.4% | $152,301-87.7% | $87,485-78.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 15.63% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,632 | $3,371-51.6% | $4,624-64.7% | $2,596-37.2% |
| Participant deferral / active EE | $1,848 | $6,525-71.7% | $8,004-76.9% | $4,274-56.8% |
| Admin fee / account holder | $2,222 | $8,287-73.2% | $14,398-84.6% | $7,775-71.4% |