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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 | $95,453-81.8% | $112,040-84.5% | $82,448-79.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 14.25% | 23.92%-9.7pp | 24.52%-10.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $2,750 | $2,318+18.7% | $2,954-6.9% | $2,551+7.8% |
| Participant deferral / active EE | $1,842 | $4,224-56.4% | $5,098-63.9% | $4,139-55.5% |
| Admin fee / account holder | $523 | $9,013-94.2% | $12,098-95.7% | $7,234-92.8% |