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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 | $108,825-76.3% | $156,181-83.5% | $82,448-68.7% |
| Participation rate | 97.2% | 72.4%+24.9pp | 78.8%+18.4pp | 68.1%+29.2pp |
| Annual return | 16.33% | 20.59%-4.3pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $2,749 | $2,870-4.2% | $4,294-36.0% | $2,551+7.7% |
| Participant deferral / active EE | $1,420 | $4,577-69.0% | $6,132-76.8% | $4,139-65.7% |
| Admin fee / account holder | $632 | $9,341-93.2% | $14,586-95.7% | $7,234-91.3% |