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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 | $21,143 | $95,404-77.8% | $113,397-81.4% | $82,637-74.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 13.43% | 19.08%-5.7pp | 23.20%-9.8pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,341 | $2,307-41.9% | $2,977-55.0% | $2,552-47.5% |
| Participant deferral / active EE | $1,370 | $4,220-67.5% | $5,076-73.0% | $4,126-66.8% |
| Admin fee / account holder | $4,408 | $9,168-51.9% | $11,957-63.1% | $7,339-39.9% |