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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 | $16,793 | $73,102-77.0% | $123,552-86.4% | $56,287-70.2% |
| Participation rate | 95.5% | 74.3%+21.2pp | 82.3%+13.2pp | 69.9%+25.7pp |
| Annual return | 15.21% | 3.01%+12.2pp | 119.20%-104.0pp | -9.96%+25.2pp |
| Employer contribution / active EE | $2,430 | $2,977-18.4% | $4,628-47.5% | $2,111+15.1% |
| Participant deferral / active EE | $2,466 | $5,423-54.5% | $6,426-61.6% | $3,350-26.4% |
| Admin fee / account holder | $506 | $554-8.6% | $9,285-94.5% | $521-2.8% |