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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 | $21,294 | $106,524-80.0% | $152,301-86.0% | $87,485-75.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 18.30% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,736 | $3,371-48.5% | $4,624-62.5% | $2,596-33.2% |
| Participant deferral / active EE | $2,239 | $6,525-65.7% | $8,004-72.0% | $4,274-47.6% |
| Admin fee / account holder | $864 | $8,287-89.6% | $14,398-94.0% | $7,775-88.9% |