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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 | $20,586 | $107,421-80.8% | $182,262-88.7% | $94,015-78.1% |
| Participation rate | 81.1% | 77.8%+3.3pp | 84.2%-3.1pp | 70.8%+10.3pp |
| Annual return | 37.40% | 21.32%+16.1pp | 140.60%-103.2pp | 17.84%+19.6pp |
| Employer contribution / active EE | $959 | $3,448-72.2% | $5,046-81.0% | $2,790-65.6% |
| Participant deferral / active EE | $2,256 | $6,558-65.6% | $8,276-72.7% | $4,249-46.9% |
| Admin fee / account holder | $1,328 | $8,692-84.7% | $16,712-92.1% | $8,951-85.2% |