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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 | $24,357 | $94,031-74.1% | $115,768-79.0% | $82,448-70.5% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 22.16% | 20.61%+1.6pp | 100.46%-78.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $2,149 | $2,323-7.5% | $2,940-26.9% | $2,551-15.7% |
| Participant deferral / active EE | $1,117 | $3,972-71.9% | $4,917-77.3% | $4,139-73.0% |
| Admin fee / account holder | $1,429 | $10,249-86.1% | $12,439-88.5% | $7,234-80.2% |