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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 | $27,033 | $83,061-67.5% | $126,068-78.6% | $94,015-71.2% |
| Participation rate | 96.6% | 81.2%+15.4pp | 84.7%+11.8pp | 70.8%+25.7pp |
| Annual return | 13.44% | 20.41%-7.0pp | 15.01%-1.6pp | 17.84%-4.4pp |
| Employer contribution / active EE | $2,735 | $2,864-4.5% | $3,968-31.1% | $2,790-2.0% |
| Participant deferral / active EE | $2,901 | $7,042-58.8% | $8,214-64.7% | $4,249-31.7% |
| Admin fee / account holder | $1,944 | $7,208-73.0% | $18,264-89.4% | $8,951-78.3% |