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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 | $12,289 | $106,749-88.5% | $145,433-91.5% | $82,448-85.1% |
| Participation rate | 79.7% | 75.6%+4.1pp | 82.1%-2.4pp | 68.1%+11.6pp |
| Annual return | 17.41% | 27.59%-10.2pp | 66.58%-49.2pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,435 | $3,444-58.3% | $4,554-68.5% | $2,551-43.7% |
| Participant deferral / active EE | $2,310 | $6,519-64.6% | $7,897-70.8% | $4,139-44.2% |
| Admin fee / account holder | $1,278 | $8,390-84.8% | $13,129-90.3% | $7,234-82.3% |