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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 | $20,502 | $89,370-77.1% | $141,197-85.5% | $72,976-71.9% |
| Participation rate | 71.6% | 75.1%-3.5pp | 82.5%-10.8pp | 69.5%+2.2pp |
| Annual return | 19.14% | 111.88%-92.7pp | 71.41%-52.3pp | 81.02%-61.9pp |
| Employer contribution / active EE | $955 | $3,115-69.3% | $4,736-79.8% | $2,440-60.9% |
| Participant deferral / active EE | $1,155 | $5,419-78.7% | $6,710-82.8% | $3,608-68.0% |
| Admin fee / account holder | $2,801 | $5,957-53.0% | $10,265-72.7% | $5,124-45.3% |