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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 | $25,057 | $101,795-75.4% | $165,100-84.8% | $80,959-69.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.7%+7.3pp |
| Annual return | 12.53% | 16.73%-4.2pp | 70.21%-57.7pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,965 | $2,954-33.5% | $4,348-54.8% | $2,757-28.7% |
| Participant deferral / active EE | $1,386 | $4,476-69.0% | $6,035-77.0% | $4,300-67.8% |
| Admin fee / account holder | $2,645 | $8,221-67.8% | $12,696-79.2% | $6,925-61.8% |