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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 | $37,485 | $145,431-74.2% | $211,142-82.2% | $87,485-57.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 20.07% | 27.21%-7.1pp | 46.84%-26.8pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,642 | $4,662-43.3% | $6,442-59.0% | $2,596+1.8% |
| Participant deferral / active EE | $2,550 | $6,859-62.8% | $9,284-72.5% | $4,274-40.3% |
| Admin fee / account holder | $2,771 | $17,052-83.8% | $19,076-85.5% | $7,775-64.4% |