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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 | $21,930 | $69,977-68.7% | $108,582-79.8% | $62,881-65.1% |
| Participation rate | 81.1% | 72.9%+8.2pp | 79.6%+1.6pp | 69.3%+11.8pp |
| Annual return | 7.54% | 10.73%-3.2pp | -51.70%+59.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $2,453 | $2,135+14.9% | $3,758-34.7% | $2,281+7.5% |
| Participant deferral / active EE | $1,359 | $3,165-57.0% | $4,311-68.5% | $3,203-57.6% |
| Admin fee / account holder | $373 | $5,076-92.6% | $7,645-95.1% | $4,296-91.3% |