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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 | $106,749-79.3% | $145,433-84.8% | $82,448-73.1% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 26.04% | 27.59%-1.5pp | 66.58%-40.5pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,296 | $3,444-62.4% | $4,554-71.5% | $2,551-49.2% |
| Participant deferral / active EE | $2,066 | $6,519-68.3% | $7,897-73.8% | $4,139-50.1% |
| Admin fee / account holder | $1,098 | $8,390-86.9% | $13,129-91.6% | $7,234-84.8% |