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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 | $17,784 | $72,273-75.4% | $101,275-82.4% | $79,856-77.7% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 24.98% | 22.30%+2.7pp | 46.48%-21.5pp | 31.71%-6.7pp |
| Employer contribution / active EE | $4,484 | $2,691+66.6% | $3,660+22.5% | $2,471+81.4% |
| Participant deferral / active EE | $510 | $3,282-84.5% | $4,371-88.3% | $3,741-86.4% |
| Admin fee / account holder | $2,327 | $4,401-47.1% | $5,948-60.9% | $5,306-56.2% |