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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 | $18,803 | $81,487-76.9% | $102,412-81.6% | $80,935-76.8% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.7%+30.1pp |
| Annual return | 12.82% | 25.60%-12.8pp | 24.94%-12.1pp | 35.66%-22.8pp |
| Employer contribution / active EE | $10,543 | $3,103+239.8% | $3,870+172.4% | $2,757+282.4% |
| Participant deferral / active EE | $614 | $3,871-84.1% | $5,060-87.9% | $4,299-85.7% |
| Admin fee / account holder | $2,479 | $6,717-63.1% | $8,388-70.4% | $6,924-64.2% |