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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 | $14,921 | $72,272-79.4% | $101,264-85.3% | $79,858-81.3% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 19.64% | 22.30%-2.7pp | 46.48%-26.8pp | 31.72%-12.1pp |
| Employer contribution / active EE | $2,101 | $2,692-21.9% | $3,660-42.6% | $2,471-15.0% |
| Participant deferral / active EE | $1,030 | $3,282-68.6% | $4,370-76.4% | $3,740-72.4% |
| Admin fee / account holder | $311 | $4,401-92.9% | $5,947-94.8% | $5,306-94.1% |