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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 | $23,159 | $98,776-76.6% | $149,745-84.5% | $79,856-71.0% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.5%-1.4pp | 69.6%+11.5pp |
| Annual return | 18.32% | 27.38%-9.1pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,141 | $5,681-62.3% | $6,843-68.7% | $3,741-42.8% |
| Admin fee / account holder | $1,523 | $6,053-74.8% | $9,312-83.6% | $5,306-71.3% |