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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 | $15,592 | $83,485-81.3% | $125,195-87.5% | $72,976-78.6% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-0.9pp | 69.5%+9.4pp |
| Annual return | 21.29% | 25.77%-4.5pp | 43.79%-22.5pp | 81.02%-59.7pp |
| Employer contribution / active EE | $2,868 | $2,346+22.3% | $3,866-25.8% | $2,440+17.5% |
| Participant deferral / active EE | $964 | $3,586-73.1% | $4,937-80.5% | $3,608-73.3% |
| Admin fee / account holder | $871 | $5,518-84.2% | $9,704-91.0% | $5,124-83.0% |