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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 | $14,078 | $95,453-85.3% | $112,040-87.4% | $82,448-82.9% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 18.02% | 23.92%-5.9pp | 24.52%-6.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,580 | $2,318-31.8% | $2,954-46.5% | $2,551-38.1% |
| Participant deferral / active EE | $1,788 | $4,224-57.7% | $5,098-64.9% | $4,139-56.8% |
| Admin fee / account holder | $524 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |