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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 | $24,474 | $95,453-74.4% | $112,040-78.2% | $82,448-70.3% |
| Participation rate | 77.1% | 72.8%+4.3pp | 76.5%+0.6pp | 68.1%+9.0pp |
| Annual return | 12.75% | 23.92%-11.2pp | 24.52%-11.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,515 | $2,318-34.6% | $2,954-48.7% | $2,551-40.6% |
| Participant deferral / active EE | $1,653 | $4,224-60.9% | $5,098-67.6% | $4,139-60.1% |
| Admin fee / account holder | $4,631 | $9,013-48.6% | $12,098-61.7% | $7,234-36.0% |