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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 | $16,837 | $83,061-79.7% | $126,068-86.6% | $94,015-82.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 84.7%+15.3pp | 70.8%+29.2pp |
| Annual return | 17.27% | 20.41%-3.1pp | 15.01%+2.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $2,110 | $2,864-26.3% | $3,968-46.8% | $2,790-24.4% |
| Participant deferral / active EE | $2,420 | $7,042-65.6% | $8,214-70.5% | $4,249-43.1% |
| Admin fee / account holder | $848 | $7,208-88.2% | $18,264-95.4% | $8,951-90.5% |