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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 | $22,722 | $97,648-76.7% | $121,663-81.3% | $87,485-74.0% |
| Participation rate | 84.7% | 70.5%+14.3pp | 74.5%+10.3pp | 68.9%+15.8pp |
| Annual return | 15.14% | 18.03%-2.9pp | 147.54%-132.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $906 | $2,300-60.6% | $3,020-70.0% | $2,596-65.1% |
| Participant deferral / active EE | $1,649 | $3,923-58.0% | $4,887-66.3% | $4,274-61.4% |
| Admin fee / account holder | $2,856 | $11,100-74.3% | $14,289-80.0% | $7,775-63.3% |