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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 | $20,883 | $114,712-81.8% | $173,730-88.0% | $87,485-76.1% |
| Participation rate | 71.8% | 73.0%-1.2pp | 79.6%-7.7pp | 68.9%+2.9pp |
| Annual return | 20.07% | 20.18%-0.1pp | 19.96%+0.1pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,267 | $2,904-21.9% | $4,577-50.5% | $2,596-12.7% |
| Participant deferral / active EE | $1,658 | $4,642-64.3% | $6,326-73.8% | $4,274-61.2% |
| Admin fee / account holder | $1,318 | $10,210-87.1% | $17,523-92.5% | $7,775-83.0% |