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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 | $16,235 | $123,793-86.9% | $177,827-90.9% | $79,858-79.7% |
| Participation rate | 93.5% | 84.7%+8.9pp | 87.7%+5.8pp | 69.6%+23.9pp |
| Annual return | 20.55% | 22.82%-2.3pp | 48.32%-27.8pp | 31.72%-11.2pp |
| Employer contribution / active EE | $1,849 | $4,095-54.9% | $5,918-68.8% | $2,471-25.2% |
| Participant deferral / active EE | $2,236 | $5,956-62.5% | $7,713-71.0% | $3,740-40.2% |
| Admin fee / account holder | $376 | $7,243-94.8% | $12,429-97.0% | $5,306-92.9% |