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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 | $17,980 | $106,524-83.1% | $152,301-88.2% | $87,485-79.4% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.4%+12.4pp | 68.9%+25.9pp |
| Annual return | 21.50% | 26.89%-5.4pp | 80.50%-59.0pp | 26.06%-4.6pp |
| Employer contribution / active EE | $2,244 | $3,371-33.5% | $4,624-51.5% | $2,596-13.6% |
| Participant deferral / active EE | $2,376 | $6,525-63.6% | $8,004-70.3% | $4,274-44.4% |
| Admin fee / account holder | $3,206 | $8,287-61.3% | $14,398-77.7% | $7,775-58.8% |