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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 | $13,791 | $106,524-87.1% | $152,301-90.9% | $87,485-84.2% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.4%+1.6pp | 68.9%+15.1pp |
| Annual return | 23.81% | 26.89%-3.1pp | 80.50%-56.7pp | 26.06%-2.2pp |
| Employer contribution / active EE | $1,651 | $3,371-51.0% | $4,624-64.3% | $2,596-36.4% |
| Participant deferral / active EE | $2,232 | $6,525-65.8% | $8,004-72.1% | $4,274-47.8% |
| Admin fee / account holder | $328 | $8,287-96.0% | $14,398-97.7% | $7,775-95.8% |