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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 | $18,016 | $138,385-87.0% | $184,243-90.2% | $80,925-77.7% |
| Participation rate | 84.3% | 83.9%+0.4pp | 86.8%-2.5pp | 67.7%+16.7pp |
| Annual return | 26.07% | 20.02%+6.1pp | 28.82%-2.7pp | 35.65%-9.6pp |
| Employer contribution / active EE | $1,821 | $4,851-62.5% | $6,427-71.7% | $2,756-33.9% |
| Participant deferral / active EE | $3,045 | $7,075-57.0% | $9,132-66.7% | $4,299-29.2% |
| Admin fee / account holder | $842 | $10,489-92.0% | $13,914-93.9% | $6,940-87.9% |