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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 | $17,344 | $97,550-82.2% | $120,344-85.6% | $87,485-80.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 14.25% | 18.41%-4.2pp | 20.30%-6.1pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,750 | $2,291+20.1% | $3,020-8.9% | $2,596+5.9% |
| Participant deferral / active EE | $1,842 | $4,230-56.5% | $5,135-64.1% | $4,274-56.9% |
| Admin fee / account holder | $523 | $9,543-94.5% | $12,742-95.9% | $7,775-93.3% |