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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 | $20,685 | $98,776-79.1% | $149,745-86.2% | $79,856-74.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.5%-8.1pp | 69.6%+4.8pp |
| Annual return | 24.97% | 27.38%-2.4pp | 276.72%-251.8pp | 31.71%-6.7pp |
| Employer contribution / active EE | $3,476 | $3,217+8.1% | $4,646-25.2% | $2,471+40.7% |
| Participant deferral / active EE | $2,321 | $5,681-59.1% | $6,843-66.1% | $3,741-38.0% |
| Admin fee / account holder | $1,120 | $6,053-81.5% | $9,312-88.0% | $5,306-78.9% |