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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 | $17,171 | $72,269-76.2% | $101,271-83.0% | $79,852-78.5% |
| Participation rate | 85.4% | 68.5%+17.0pp | 75.8%+9.6pp | 69.6%+15.8pp |
| Annual return | 23.02% | 22.29%+0.7pp | 46.48%-23.5pp | 31.72%-8.7pp |
| Employer contribution / active EE | $2,297 | $2,692-14.7% | $3,660-37.2% | $2,471-7.0% |
| Participant deferral / active EE | $1,177 | $3,282-64.1% | $4,371-73.1% | $3,740-68.5% |
| Admin fee / account holder | $966 | $4,401-78.1% | $5,948-83.8% | $5,306-81.8% |