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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 | $21,411 | $106,749-79.9% | $145,433-85.3% | $82,448-74.0% |
| Participation rate | 78.1% | 75.6%+2.5pp | 82.1%-4.0pp | 68.1%+10.1pp |
| Annual return | 20.88% | 27.59%-6.7pp | 66.58%-45.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $1,147 | $3,444-66.7% | $4,554-74.8% | $2,551-55.0% |
| Participant deferral / active EE | $2,309 | $6,519-64.6% | $7,897-70.8% | $4,139-44.2% |
| Admin fee / account holder | $860 | $8,390-89.8% | $13,129-93.5% | $7,234-88.1% |