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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 | $31,634 | $87,834-64.0% | $133,975-76.4% | $62,881-49.7% |
| Participation rate | 93.4% | 83.4%+10.1pp | 87.1%+6.4pp | 69.3%+24.1pp |
| Annual return | 16.18% | 12.05%+4.1pp | 29.29%-13.1pp | 20.14%-4.0pp |
| Employer contribution / active EE | $1,175 | $3,482-66.3% | $5,211-77.5% | $2,281-48.5% |
| Participant deferral / active EE | $1,641 | $4,812-65.9% | $6,282-73.9% | $3,203-48.8% |
| Admin fee / account holder | $1,471 | $5,372-72.6% | $9,324-84.2% | $4,296-65.8% |