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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 | $32,404 | $145,431-77.7% | $211,142-84.7% | $87,485-63.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 87.3%+4.4pp | 68.9%+22.7pp |
| Annual return | 39.97% | 27.21%+12.8pp | 46.84%-6.9pp | 26.06%+13.9pp |
| Employer contribution / active EE | $2,520 | $4,662-45.9% | $6,442-60.9% | $2,596-2.9% |
| Participant deferral / active EE | $2,327 | $6,859-66.1% | $9,284-74.9% | $4,274-45.5% |
| Admin fee / account holder | $471 | $17,052-97.2% | $19,076-97.5% | $7,775-93.9% |