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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 | $143,969-83.9% | $199,883-88.4% | $82,637-72.0% |
| Participation rate | 80.9% | 84.1%-3.3pp | 86.8%-5.9pp | 68.1%+12.8pp |
| Annual return | 19.38% | 25.67%-6.3pp | 43.81%-24.4pp | 53.51%-34.1pp |
| Employer contribution / active EE | $6,084 | $4,632+31.3% | $6,261-2.8% | $2,552+138.4% |
| Participant deferral / active EE | $1,534 | $6,937-77.9% | $9,138-83.2% | $4,126-62.8% |
| Admin fee / account holder | $453 | $14,597-96.9% | $17,268-97.4% | $7,339-93.8% |