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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 | $30,941 | $138,393-77.6% | $184,256-83.2% | $80,959-61.8% |
| Participation rate | 96.6% | 83.9%+12.7pp | 86.8%+9.8pp | 67.7%+28.9pp |
| Annual return | 13.75% | 20.01%-6.3pp | 28.85%-15.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,876 | $4,847-61.3% | $6,427-70.8% | $2,757-32.0% |
| Participant deferral / active EE | $2,326 | $7,076-67.1% | $9,133-74.5% | $4,300-45.9% |
| Admin fee / account holder | $737 | $10,489-93.0% | $13,899-94.7% | $6,925-89.4% |