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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 | $24,133 | $78,423-69.2% | $95,964-74.9% | $79,856-69.8% |
| Participation rate | 82.8% | 73.5%+9.3pp | 77.1%+5.7pp | 69.6%+13.2pp |
| Annual return | 18.29% | 19.37%-1.1pp | 91.64%-73.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,563 | $1,945-19.7% | $2,541-38.5% | $2,471-36.8% |
| Participant deferral / active EE | $921 | $3,440-73.2% | $4,167-77.9% | $3,741-75.4% |
| Admin fee / account holder | $2,001 | $5,622-64.4% | $6,797-70.6% | $5,306-62.3% |