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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 | $27,998 | $78,423-64.3% | $95,964-70.8% | $79,856-64.9% |
| Participation rate | 91.7% | 73.5%+18.2pp | 77.1%+14.6pp | 69.6%+22.0pp |
| Annual return | 14.30% | 19.37%-5.1pp | 91.64%-77.3pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,805 | $1,945-7.2% | $2,541-29.0% | $2,471-26.9% |
| Participant deferral / active EE | $1,369 | $3,440-60.2% | $4,167-67.2% | $3,741-63.4% |
| Admin fee / account holder | $3,249 | $5,622-42.2% | $6,797-52.2% | $5,306-38.8% |