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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 | $18,238 | $86,940-79.0% | $102,434-82.2% | $80,935-77.5% |
| Participation rate | 90.6% | 72.4%+18.2pp | 76.5%+14.1pp | 67.7%+23.0pp |
| Annual return | 11.56% | 18.89%-7.3pp | 29.46%-17.9pp | 35.66%-24.1pp |
| Employer contribution / active EE | $2,252 | $2,370-5.0% | $3,023-25.5% | $2,757-18.3% |
| Participant deferral / active EE | $1,251 | $4,121-69.6% | $5,055-75.2% | $4,299-70.9% |
| Admin fee / account holder | $793 | $8,047-90.1% | $9,462-91.6% | $6,924-88.5% |