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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 | $14,273 | $56,894-74.9% | $84,753-83.2% | $62,881-77.3% |
| Participation rate | 82.7% | 68.5%+14.2pp | 76.6%+6.1pp | 69.3%+13.4pp |
| Annual return | 5.08% | 6.30%-1.2pp | 22.78%-17.7pp | 20.14%-15.1pp |
| Employer contribution / active EE | $7,955 | $2,400+231.5% | $3,574+122.5% | $2,281+248.7% |
| Participant deferral / active EE | $374 | $2,709-86.2% | $3,712-89.9% | $3,203-88.3% |
| Admin fee / account holder | $2,977 | $3,581-16.9% | $5,333-44.2% | $4,296-30.7% |