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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 | $25,261 | $152,612-83.4% | $125,192-79.8% | $152,897-83.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.84% | 54.85%-34.0pp | 43.79%-23.0pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,335 | $4,947-73.0% | $3,866-65.5% | $4,764-72.0% |
| Participant deferral / active EE | $1,394 | $5,868-76.2% | $4,937-71.8% | $5,851-76.2% |
| Admin fee / account holder | $4,616 | $13,437-65.6% | $9,704-52.4% | $11,599-60.2% |