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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 | $25,524 | $95,453-73.3% | $112,040-77.2% | $82,448-69.0% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.5%+6.8pp | 68.1%+15.3pp |
| Annual return | 14.45% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $789 | $2,318-66.0% | $2,954-73.3% | $2,551-69.1% |
| Participant deferral / active EE | $1,461 | $4,224-65.4% | $5,098-71.3% | $4,139-64.7% |
| Admin fee / account holder | $5,540 | $9,013-38.5% | $12,098-54.2% | $7,234-23.4% |