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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 | $17,628 | $162,821-89.2% | $133,978-86.8% | $158,982-88.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 13.52% | 41.95%-28.4pp | 45.10%-31.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $1,588 | $4,976-68.1% | $3,919-59.5% | $4,763-66.7% |
| Participant deferral / active EE | $1,616 | $5,910-72.7% | $5,047-68.0% | $5,983-73.0% |
| Admin fee / account holder | $1,211 | $11,742-89.7% | $8,930-86.4% | $11,252-89.2% |