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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 | $23,136 | $142,972-83.8% | $214,702-89.2% | $86,983-73.4% |
| Participation rate | 80.9% | 84.9%-4.0pp | 87.5%-6.6pp | 69.5%+11.3pp |
| Annual return | 19.38% | 18.49%+0.9pp | 54.55%-35.2pp | 25.83%-6.5pp |
| Employer contribution / active EE | $6,084 | $4,635+31.3% | $6,461-5.8% | $2,584+135.4% |
| Participant deferral / active EE | $1,534 | $6,568-76.6% | $9,147-83.2% | $4,194-63.4% |
| Admin fee / account holder | $453 | $17,617-97.4% | $19,830-97.7% | $7,856-94.2% |