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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 | $25,824 | $114,712-77.5% | $173,730-85.1% | $87,485-70.5% |
| Participation rate | 97.2% | 73.0%+24.2pp | 79.6%+17.7pp | 68.9%+28.3pp |
| Annual return | 16.33% | 20.18%-3.8pp | 19.96%-3.6pp | 26.06%-9.7pp |
| Employer contribution / active EE | $2,749 | $2,904-5.4% | $4,577-40.0% | $2,596+5.9% |
| Participant deferral / active EE | $1,420 | $4,642-69.4% | $6,326-77.5% | $4,274-66.8% |
| Admin fee / account holder | $632 | $10,210-93.8% | $17,523-96.4% | $7,775-91.9% |