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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 | $97,550-63.3% | $120,344-70.2% | $87,485-59.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 19.62% | 18.41%+1.2pp | 20.30%-0.7pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,757 | $2,291-23.3% | $3,020-41.8% | $2,596-32.3% |
| Participant deferral / active EE | $560 | $4,230-86.8% | $5,135-89.1% | $4,274-86.9% |
| Admin fee / account holder | $551 | $9,543-94.2% | $12,742-95.7% | $7,775-92.9% |