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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 | $28,976 | $83,485-65.3% | $125,195-76.9% | $72,976-60.3% |
| Participation rate | 89.5% | 73.3%+16.2pp | 79.8%+9.7pp | 69.5%+20.0pp |
| Annual return | 19.77% | 25.77%-6.0pp | 43.79%-24.0pp | 81.02%-61.2pp |
| Employer contribution / active EE | $633 | $2,346-73.0% | $3,866-83.6% | $2,440-74.1% |
| Participant deferral / active EE | $1,527 | $3,586-57.4% | $4,937-69.1% | $3,608-57.7% |
| Admin fee / account holder | $1,319 | $5,518-76.1% | $9,704-86.4% | $5,124-74.3% |