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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 | $12,416 | $93,345-86.7% | $119,126-89.6% | $87,485-85.8% |
| Participation rate | 82.9% | 68.7%+14.2pp | 75.8%+7.2pp | 68.9%+14.0pp |
| Annual return | 15.77% | 19.08%-3.3pp | 282.11%-266.3pp | 26.06%-10.3pp |
| Employer contribution / active EE | $3,049 | $3,172-3.9% | $4,034-24.4% | $2,596+17.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,230 | $8,039-59.8% | $10,693-69.8% | $7,775-58.5% |