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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 | $22,397 | $89,370-74.9% | $141,197-84.1% | $72,976-69.3% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 22.29% | 111.88%-89.6pp | 71.41%-49.1pp | 81.02%-58.7pp |
| Employer contribution / active EE | $1,363 | $3,115-56.2% | $4,736-71.2% | $2,440-44.1% |
| Participant deferral / active EE | $2,092 | $5,419-61.4% | $6,710-68.8% | $3,608-42.0% |
| Admin fee / account holder | $841 | $5,957-85.9% | $10,265-91.8% | $5,124-83.6% |