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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 | $16,556 | $101,795-83.7% | $165,100-90.0% | $80,959-79.6% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+16.9pp |
| Annual return | 17.12% | 16.73%+0.4pp | 70.21%-53.1pp | 35.67%-18.6pp |
| Employer contribution / active EE | $2,920 | $2,954-1.1% | $4,348-32.8% | $2,757+5.9% |
| Participant deferral / active EE | $1,910 | $4,476-57.3% | $6,035-68.4% | $4,300-55.6% |
| Admin fee / account holder | $1,273 | $8,221-84.5% | $12,696-90.0% | $6,925-81.6% |