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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 | $12,301 | $106,749-88.5% | $145,433-91.5% | $82,448-85.1% |
| Participation rate | 92.7% | 75.6%+17.0pp | 82.1%+10.6pp | 68.1%+24.6pp |
| Annual return | 19.64% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,370 | $3,444-60.2% | $4,554-69.9% | $2,551-46.3% |
| Participant deferral / active EE | $2,273 | $6,519-65.1% | $7,897-71.2% | $4,139-45.1% |
| Admin fee / account holder | $1,508 | $8,390-82.0% | $13,129-88.5% | $7,234-79.1% |