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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 | $88,672-86.0% | $105,223-88.2% | $82,448-84.9% |
| Participation rate | 82.9% | 67.9%+15.0pp | 75.0%+7.9pp | 68.1%+14.9pp |
| Annual return | 15.77% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $3,049 | $3,0480% | $3,689-17.3% | $2,551+19.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,230 | $7,146-54.8% | $8,859-63.5% | $7,234-55.4% |