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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 | $18,714 | $76,551-75.6% | $123,894-84.9% | $62,881-70.2% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 11.42% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,447 | $2,882-49.8% | $4,617-68.7% | $2,281-36.6% |
| Participant deferral / active EE | $2,023 | $4,840-58.2% | $5,984-66.2% | $3,203-36.8% |
| Admin fee / account holder | $579 | $4,826-88.0% | $8,357-93.1% | $4,296-86.5% |