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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 | $22,463 | $91,559-75.5% | $133,978-83.2% | $79,856-71.9% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.6%+3.1pp |
| Annual return | 19.81% | 61.85%-42.0pp | 45.10%-25.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $632 | $2,384-73.5% | $3,919-83.9% | $2,471-74.4% |
| Participant deferral / active EE | $1,120 | $3,734-70.0% | $5,047-77.8% | $3,741-70.0% |
| Admin fee / account holder | $2,570 | $6,321-59.3% | $8,930-71.2% | $5,306-51.6% |