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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 | $20,381 | $77,358-73.7% | $102,184-80.1% | $87,485-76.7% |
| Participation rate | 94.9% | 78.7%+16.2pp | 82.6%+12.3pp | 68.9%+25.9pp |
| Annual return | 18.56% | 41.11%-22.5pp | 31.58%-13.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $1,389 | $2,562-45.8% | $3,594-61.3% | $2,596-46.5% |
| Participant deferral / active EE | $2,595 | $6,753-61.6% | $8,309-68.8% | $4,274-39.3% |
| Admin fee / account holder | $2,035 | $6,809-70.1% | $11,609-82.5% | $7,775-73.8% |