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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 | $24,118 | $87,059-72.3% | $105,608-77.2% | $80,925-70.2% |
| Participation rate | 93.8% | 70.4%+23.3pp | 75.3%+18.5pp | 67.7%+26.1pp |
| Annual return | 10.49% | 17.05%-6.6pp | 116.50%-106.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $923 | $2,396-61.5% | $3,167-70.9% | $2,756-66.5% |
| Participant deferral / active EE | $1,053 | $3,986-73.6% | $5,010-79.0% | $4,299-75.5% |
| Admin fee / account holder | $2,646 | $8,443-68.7% | $11,028-76.0% | $6,940-61.9% |