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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 | $21,264 | $139,948-84.8% | $121,663-82.5% | $154,746-86.3% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.5%+18.4pp | 80.7%+12.2pp |
| Annual return | 11.47% | 230.52%-219.1pp | 147.54%-136.1pp | 172.34%-160.9pp |
| Employer contribution / active EE | $2,216 | $3,521-37.1% | $3,020-26.6% | $4,379-49.4% |
| Participant deferral / active EE | $1,126 | $5,629-80.0% | $4,887-77.0% | $6,730-83.3% |
| Admin fee / account holder | $2,508 | $17,321-85.5% | $14,289-82.5% | $14,365-82.5% |