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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 | $30,303 | $223,823-86.5% | $211,142-85.6% | $154,746-80.4% |
| Participation rate | 84.6% | 87.9%-3.2pp | 87.3%-2.7pp | 80.7%+3.9pp |
| Annual return | 13.62% | 50.39%-36.8pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,665 | $6,787-75.5% | $6,442-74.2% | $4,379-62.0% |
| Participant deferral / active EE | $3,159 | $9,750-67.6% | $9,284-66.0% | $6,730-53.1% |
| Admin fee / account holder | $5,339 | $19,707-72.9% | $19,076-72.0% | $14,365-62.8% |