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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 | $9,389 | $89,259-89.5% | $107,187-91.2% | $82,637-88.6% |
| Participation rate | 90.7% | 67.9%+22.8pp | 75.0%+15.7pp | 68.1%+22.6pp |
| Annual return | 15.61% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,938 | $3,080-37.1% | $3,782-48.8% | $2,552-24.1% |
| Participant deferral / active EE | $1,172 | $4,037-71.0% | $5,096-77.0% | $4,126-71.6% |
| Admin fee / account holder | $1,296 | $7,381-82.4% | $9,162-85.9% | $7,339-82.3% |