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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 | $25,021 | $83,898-70.2% | $133,346-81.2% | $94,015-73.4% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.8%+5.2pp | 70.8%+7.2pp |
| Annual return | 13.43% | 16.00%-2.6pp | 36.85%-23.4pp | 17.84%-4.4pp |
| Employer contribution / active EE | $1,824 | $1,821+0.2% | $2,853-36.1% | $2,790-34.6% |
| Participant deferral / active EE | $752 | $3,245-76.8% | $4,332-82.6% | $4,249-82.3% |
| Admin fee / account holder | $1,480 | $7,809-81.0% | $14,264-89.6% | $8,951-83.5% |