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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 | $106,749-80.1% | $145,433-85.4% | $82,448-74.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.30% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,736 | $3,444-49.6% | $4,554-61.9% | $2,551-32.0% |
| Participant deferral / active EE | $2,239 | $6,519-65.7% | $7,897-71.7% | $4,139-45.9% |
| Admin fee / account holder | $864 | $8,390-89.7% | $13,129-93.4% | $7,234-88.1% |