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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 | $21,938 | $93,598-76.6% | $135,974-83.9% | $75,173-70.8% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 20.03% | 30.89%-10.9pp | 68.30%-48.3pp | 160.72%-140.7pp |
| Employer contribution / active EE | $1,673 | $3,538-52.7% | $4,859-65.6% | $2,671-37.3% |
| Participant deferral / active EE | $2,469 | $6,405-61.5% | $7,760-68.2% | $4,126-40.2% |
| Admin fee / account holder | $338 | $6,978-95.2% | $10,767-96.9% | $5,651-94.0% |