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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 | $20,064 | $93,055-78.4% | $153,741-86.9% | $80,959-75.2% |
| Participation rate | 89.7% | 69.0%+20.8pp | 77.1%+12.6pp | 67.7%+22.1pp |
| Annual return | 13.90% | 19.97%-6.1pp | 15.71%-1.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,624 | $3,504-53.6% | $5,042-67.8% | $2,757-41.1% |
| Participant deferral / active EE | $1,826 | $5,172-64.7% | $6,757-73.0% | $4,300-57.5% |
| Admin fee / account holder | $612 | $8,881-93.1% | $12,749-95.2% | $6,925-91.2% |