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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 | $35,802 | $104,098-65.6% | $140,514-74.5% | $94,015-61.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 19.62% | 15.14%+4.5pp | 14.36%+5.3pp | 17.84%+1.8pp |
| Employer contribution / active EE | $1,757 | $2,388-26.4% | $3,378-48.0% | $2,790-37.0% |
| Participant deferral / active EE | $560 | $4,033-86.1% | $4,919-88.6% | $4,249-86.8% |
| Admin fee / account holder | $551 | $10,439-94.7% | $13,697-96.0% | $8,951-93.8% |