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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 | $108,825-80.8% | $156,181-86.6% | $82,448-74.7% |
| Participation rate | 71.8% | 72.4%-0.5pp | 78.8%-7.0pp | 68.1%+3.8pp |
| Annual return | 20.07% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $2,267 | $2,870-21.0% | $4,294-47.2% | $2,551-11.1% |
| Participant deferral / active EE | $1,658 | $4,577-63.8% | $6,132-73.0% | $4,139-59.9% |
| Admin fee / account holder | $1,318 | $9,341-85.9% | $14,586-91.0% | $7,234-81.8% |