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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 | $25,886 | $167,415-84.5% | $140,514-81.6% | $198,609-87.0% |
| Participation rate | 87.0% | 80.9%+6.1pp | 77.8%+9.2pp | 82.4%+4.6pp |
| Annual return | 14.18% | 13.85%+0.3pp | 14.36%-0.2pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,038 | $4,088-50.2% | $3,378-39.7% | $5,055-59.7% |
| Participant deferral / active EE | $2,250 | $5,579-59.7% | $4,919-54.3% | $6,977-67.8% |
| Admin fee / account holder | $3,798 | $16,730-77.3% | $13,697-72.3% | $19,030-80.0% |