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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 | $25,850 | $86,949-70.3% | $102,460-74.8% | $80,959-68.1% |
| Participation rate | 92.1% | 72.4%+19.7pp | 76.5%+15.6pp | 67.7%+24.4pp |
| Annual return | 13.77% | 18.89%-5.1pp | 29.47%-15.7pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,079 | $2,370-54.5% | $3,025-64.3% | $2,757-60.9% |
| Participant deferral / active EE | $1,657 | $4,121-59.8% | $5,056-67.2% | $4,300-61.5% |
| Admin fee / account holder | $892 | $8,048-88.9% | $9,460-90.6% | $6,925-87.1% |