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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 | $7,834 | $63,346-87.6% | $92,240-91.5% | $70,126-88.8% |
| Participation rate | 82.1% | 68.7%+13.5pp | 76.5%+5.7pp | 69.5%+12.6pp |
| Annual return | 21.62% | 530.19%-508.6pp | 176.29%-154.7pp | 73.15%-51.5pp |
| Employer contribution / active EE | $2,584 | $2,471+4.6% | $3,680-29.8% | $2,343+10.3% |
| Participant deferral / active EE | $1,058 | $2,854-62.9% | $3,897-72.9% | $3,332-68.2% |
| Admin fee / account holder | $1,307 | $3,841-66.0% | $5,194-74.8% | $4,645-71.9% |