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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 | $21,900 | $181,896-88.0% | $156,551-86.0% | $273,972-92.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.46% | 30.74%-25.3pp | 32.23%-26.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,632 | $6,248-73.9% | $5,501-70.3% | $4,869-66.5% |
| Participant deferral / active EE | $1,515 | $5,550-72.7% | $4,871-68.9% | $5,287-71.4% |
| Admin fee / account holder | $13,567 | $15,560-12.8% | $13,028+4.1% | $10,133+33.9% |