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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 | $11,679 | $106,524-89.0% | $152,301-92.3% | $87,485-86.7% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.4%-11.0pp | 68.9%+2.5pp |
| Annual return | 21.57% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.5pp |
| Employer contribution / active EE | $2,293 | $3,371-32.0% | $4,624-50.4% | $2,596-11.7% |
| Participant deferral / active EE | $1,197 | $6,525-81.7% | $8,004-85.1% | $4,274-72.0% |
| Admin fee / account holder | $3,389 | $8,287-59.1% | $14,398-76.5% | $7,775-56.4% |