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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 | $10,153 | $89,370-88.6% | $141,197-92.8% | $72,976-86.1% |
| Participation rate | 94.9% | 75.1%+19.7pp | 82.5%+12.4pp | 69.5%+25.4pp |
| Annual return | 22.49% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,665 | $3,115-46.5% | $4,736-64.8% | $2,440-31.7% |
| Participant deferral / active EE | $2,130 | $5,419-60.7% | $6,710-68.3% | $3,608-41.0% |
| Admin fee / account holder | $2,016 | $5,957-66.2% | $10,265-80.4% | $5,124-60.7% |