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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 | $20,024 | $76,551-73.8% | $123,894-83.8% | $62,881-68.2% |
| Participation rate | 78.8% | 73.0%+5.8pp | 81.4%-2.6pp | 69.3%+9.5pp |
| Annual return | 8.94% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,095 | $2,882-62.0% | $4,617-76.3% | $2,281-52.0% |
| Participant deferral / active EE | $1,556 | $4,840-67.9% | $5,984-74.0% | $3,203-51.4% |
| Admin fee / account holder | $864 | $4,826-82.1% | $8,357-89.7% | $4,296-79.9% |