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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 | $17,637 | $89,370-80.3% | $141,197-87.5% | $72,976-75.8% |
| Participation rate | 87.2% | 75.1%+12.1pp | 82.5%+4.7pp | 69.5%+17.7pp |
| Annual return | 20.90% | 111.88%-91.0pp | 71.41%-50.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $794 | $3,115-74.5% | $4,736-83.2% | $2,440-67.5% |
| Participant deferral / active EE | $2,168 | $5,419-60.0% | $6,710-67.7% | $3,608-39.9% |
| Admin fee / account holder | $985 | $5,957-83.5% | $10,265-90.4% | $5,124-80.8% |