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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 | $23,068 | $95,453-75.8% | $112,040-79.4% | $82,448-72.0% |
| Participation rate | 83.2% | 72.8%+10.4pp | 76.5%+6.7pp | 68.1%+15.1pp |
| Annual return | 16.68% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $835 | $2,318-64.0% | $2,954-71.7% | $2,551-67.3% |
| Participant deferral / active EE | $1,834 | $4,224-56.6% | $5,098-64.0% | $4,139-55.7% |
| Admin fee / account holder | $566 | $9,013-93.7% | $12,098-95.3% | $7,234-92.2% |