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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 | $15,475 | $95,453-83.8% | $112,040-86.2% | $82,448-81.2% |
| Participation rate | 98.1% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 21.77% | 23.92%-2.1pp | 24.52%-2.7pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,418 | $2,318-38.8% | $2,954-52.0% | $2,551-44.4% |
| Participant deferral / active EE | $1,151 | $4,224-72.7% | $5,098-77.4% | $4,139-72.2% |
| Admin fee / account holder | $556 | $9,013-93.8% | $12,098-95.4% | $7,234-92.3% |