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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 | $89,259-88.3% | $107,187-90.2% | $82,637-87.3% |
| Participation rate | 85.0% | 67.9%+17.1pp | 75.0%+10.0pp | 68.1%+16.9pp |
| Annual return | 18.69% | 21.02%-2.3pp | 204.55%-185.9pp | 53.51%-34.8pp |
| Employer contribution / active EE | $1,116 | $3,080-63.8% | $3,782-70.5% | $2,552-56.3% |
| Participant deferral / active EE | $1,570 | $4,037-61.1% | $5,096-69.2% | $4,126-62.0% |
| Admin fee / account holder | $1,155 | $7,381-84.3% | $9,162-87.4% | $7,339-84.3% |