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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 | $95,404-83.8% | $113,397-86.4% | $82,637-81.3% |
| Participation rate | 98.1% | 72.8%+25.3pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 21.77% | 19.08%+2.7pp | 23.20%-1.4pp | 53.51%-31.7pp |
| Employer contribution / active EE | $1,418 | $2,307-38.5% | $2,977-52.4% | $2,552-44.4% |
| Participant deferral / active EE | $1,151 | $4,220-72.7% | $5,076-77.3% | $4,126-72.1% |
| Admin fee / account holder | $556 | $9,168-93.9% | $11,957-95.4% | $7,339-92.4% |