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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 | $14,681 | $87,132-83.2% | $105,624-86.1% | $80,959-81.9% |
| Participation rate | 87.7% | 70.4%+17.3pp | 75.3%+12.4pp | 67.7%+20.1pp |
| Annual return | 29.32% | 17.03%+12.3pp | 116.20%-86.9pp | 35.67%-6.3pp |
| Employer contribution / active EE | $2,171 | $2,397-9.4% | $3,168-31.5% | $2,757-21.3% |
| Participant deferral / active EE | $905 | $3,985-77.3% | $5,013-81.9% | $4,300-78.9% |
| Admin fee / account holder | $380 | $8,449-95.5% | $10,961-96.5% | $6,925-94.5% |