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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 | $8,770 | $88,370-90.1% | $112,977-92.2% | $79,856-89.0% |
| Participation rate | 80.0% | 76.8%+3.2pp | 82.6%-2.6pp | 69.6%+10.4pp |
| Annual return | 20.19% | 23.16%-3.0pp | 24.24%-4.0pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,933 | $3,398-13.7% | $4,255-31.1% | $2,471+18.7% |
| Participant deferral / active EE | $266 | $4,536-94.1% | $5,836-95.4% | $3,741-92.9% |
| Admin fee / account holder | $678 | $5,750-88.2% | $6,294-89.2% | $5,306-87.2% |