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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 | $21,542 | $97,550-77.9% | $120,344-82.1% | $87,485-75.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.40% | 18.41%-3.0pp | 20.30%-4.9pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,682 | $2,291-26.6% | $3,020-44.3% | $2,596-35.2% |
| Participant deferral / active EE | $1,296 | $4,230-69.4% | $5,135-74.8% | $4,274-69.7% |
| Admin fee / account holder | $581 | $9,543-93.9% | $12,742-95.4% | $7,775-92.5% |