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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 | $31,821 | $123,793-74.3% | $177,827-82.1% | $79,858-60.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.82% | 22.82%-12.0pp | 48.32%-37.5pp | 31.72%-20.9pp |
| Employer contribution / active EE | $1,913 | $4,095-53.3% | $5,918-67.7% | $2,471-22.6% |
| Participant deferral / active EE | $2,448 | $5,956-58.9% | $7,713-68.3% | $3,740-34.6% |
| Admin fee / account holder | $920 | $7,243-87.3% | $12,429-92.6% | $5,306-82.7% |