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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 | $36,131 | $121,671-70.3% | $211,142-82.9% | $64,340-43.8% |
| Participation rate | 80.2% | 76.5%+3.7pp | 87.3%-7.1pp | 55.2%+25.0pp |
| Annual return | 15.41% | 21.43%-6.0pp | 46.84%-31.4pp | 24.14%-8.7pp |
| Employer contribution / active EE | $1,168 | $4,066-71.3% | $6,442-81.9% | $1,862-37.3% |
| Participant deferral / active EE | $2,024 | $6,049-66.5% | $9,284-78.2% | $2,980-32.1% |
| Admin fee / account holder | $1,741 | $4,774-63.5% | $19,076-90.9% | $3,703-53.0% |