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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 | $11,112 | $88,672-87.5% | $105,223-89.4% | $82,448-86.5% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 21.30% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,351 | $3,048-55.7% | $3,689-63.4% | $2,551-47.0% |
| Participant deferral / active EE | $1,534 | $4,036-62.0% | $5,072-69.8% | $4,139-62.9% |
| Admin fee / account holder | $2,101 | $7,146-70.6% | $8,859-76.3% | $7,234-71.0% |