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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 | $10,124 | $65,367-84.5% | $92,915-89.1% | $72,976-86.1% |
| Participation rate | 92.5% | 68.3%+24.2pp | 76.0%+16.5pp | 69.5%+23.0pp |
| Annual return | 18.31% | 42.11%-23.8pp | 109.45%-91.1pp | 81.02%-62.7pp |
| Employer contribution / active EE | $13,741 | $2,594+429.8% | $3,653+276.1% | $2,440+463.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,344 | $4,251+49.2% | $5,796+9.5% | $5,124+23.8% |