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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 | $29,500 | $100,194-70.6% | $122,979-76.0% | $86,983-66.1% |
| Participation rate | 81.5% | 73.0%+8.5pp | 77.2%+4.3pp | 69.5%+11.9pp |
| Annual return | 11.78% | 16.47%-4.7pp | 20.12%-8.3pp | 25.83%-14.0pp |
| Employer contribution / active EE | $1,361 | $2,326-41.5% | $3,062-55.6% | $2,584-47.3% |
| Participant deferral / active EE | $1,609 | $4,133-61.1% | $5,003-67.8% | $4,194-61.6% |
| Admin fee / account holder | $1,884 | $10,148-81.4% | $12,864-85.4% | $7,856-76.0% |