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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 | $10,461 | $88,672-88.2% | $105,223-90.1% | $82,448-87.3% |
| Participation rate | 85.0% | 67.9%+17.1pp | 75.0%+10.0pp | 68.1%+16.9pp |
| Annual return | 18.69% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,116 | $3,048-63.4% | $3,689-69.8% | $2,551-56.3% |
| Participant deferral / active EE | $1,570 | $4,036-61.1% | $5,072-69.1% | $4,139-62.1% |
| Admin fee / account holder | $1,155 | $7,146-83.8% | $8,859-87.0% | $7,234-84.0% |