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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 | $13,517 | $80,985-83.3% | $96,576-86.0% | $75,181-82.0% |
| Participation rate | 97.4% | 71.8%+25.6pp | 76.0%+21.4pp | 67.2%+30.2pp |
| Annual return | 17.11% | 27.05%-9.9pp | 25.87%-8.8pp | 160.69%-143.6pp |
| Employer contribution / active EE | $1,679 | $2,282-26.4% | $2,965-43.4% | $2,671-37.1% |
| Participant deferral / active EE | $1,386 | $3,929-64.7% | $4,851-71.4% | $4,126-66.4% |
| Admin fee / account holder | $312 | $6,719-95.4% | $8,253-96.2% | $5,650-94.5% |