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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 | $100,194-78.5% | $122,979-82.5% | $86,983-75.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.40% | 16.47%-1.1pp | 20.12%-4.7pp | 25.83%-10.4pp |
| Employer contribution / active EE | $1,682 | $2,326-27.7% | $3,062-45.1% | $2,584-34.9% |
| Participant deferral / active EE | $1,296 | $4,133-68.6% | $5,003-74.1% | $4,194-69.1% |
| Admin fee / account holder | $581 | $10,148-94.3% | $12,864-95.5% | $7,856-92.6% |