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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 | $14,984 | $81,504-81.6% | $102,437-85.4% | $80,959-81.5% |
| Participation rate | 81.1% | 66.9%+14.2pp | 74.5%+6.6pp | 67.7%+13.4pp |
| Annual return | 13.38% | 25.60%-12.2pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $7,496 | $3,104+141.5% | $3,871+93.7% | $2,757+171.9% |
| Participant deferral / active EE | $1,153 | $3,871-70.2% | $5,060-77.2% | $4,300-73.2% |
| Admin fee / account holder | $2,378 | $6,719-64.6% | $8,388-71.7% | $6,925-65.7% |