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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 | $22,225 | $136,860-83.8% | $120,344-81.5% | $154,746-85.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 18.31% | 21.38%-3.1pp | 20.30%-2.0pp | 172.34%-154.0pp |
| Employer contribution / active EE | $3,302 | $3,533-6.5% | $3,020+9.3% | $4,379-24.6% |
| Participant deferral / active EE | $900 | $5,793-84.5% | $5,135-82.5% | $6,730-86.6% |
| Admin fee / account holder | $1,406 | $15,393-90.9% | $12,742-89.0% | $14,365-90.2% |