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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 | $22,138 | $106,524-79.2% | $152,301-85.5% | $87,485-74.7% |
| Participation rate | 95.7% | 75.8%+20.0pp | 82.4%+13.3pp | 68.9%+26.8pp |
| Annual return | 26.04% | 26.89%-0.8pp | 80.50%-54.5pp | 26.06%0pp |
| Employer contribution / active EE | $1,296 | $3,371-61.6% | $4,624-72.0% | $2,596-50.1% |
| Participant deferral / active EE | $2,066 | $6,525-68.3% | $8,004-74.2% | $4,274-51.7% |
| Admin fee / account holder | $1,098 | $8,287-86.8% | $14,398-92.4% | $7,775-85.9% |