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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 | $12,216 | $126,661-90.4% | $113,397-89.2% | $138,895-91.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 24.30% | 25.05%-0.8pp | 23.20%+1.1pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,470 | $3,456-57.5% | $2,977-50.6% | $4,194-64.9% |
| Participant deferral / active EE | $1,824 | $5,693-68.0% | $5,076-64.1% | $6,396-71.5% |
| Admin fee / account holder | $2,222 | $14,549-84.7% | $11,957-81.4% | $12,562-82.3% |