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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 | $15,922 | $106,749-85.1% | $145,433-89.1% | $82,448-80.7% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+26.0pp |
| Annual return | 18.24% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,602 | $3,444-53.5% | $4,554-64.8% | $2,551-37.2% |
| Participant deferral / active EE | $2,436 | $6,519-62.6% | $7,897-69.2% | $4,139-41.1% |
| Admin fee / account holder | $495 | $8,390-94.1% | $13,129-96.2% | $7,234-93.2% |