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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 | $20,119 | $78,682-74.4% | $109,188-81.6% | $85,851-76.6% |
| Participation rate | 81.3% | 68.3%+13.0pp | 75.9%+5.4pp | 69.3%+11.9pp |
| Annual return | 23.79% | 25.09%-1.3pp | 25.76%-2.0pp | 318.63%-294.8pp |
| Employer contribution / active EE | $6,533 | $2,734+139.0% | $3,723+75.5% | $2,565+154.7% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,613 | $5,470+39.2% | $6,755+12.7% | $6,261+21.6% |