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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 | $12,855 | $98,760-87.0% | $149,715-91.4% | $79,858-83.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 12.42% | 27.43%-15.0pp | 276.66%-264.2pp | 31.72%-19.3pp |
| Employer contribution / active EE | $1,329 | $3,217-58.7% | $4,645-71.4% | $2,471-46.2% |
| Participant deferral / active EE | $1,799 | $5,681-68.3% | $6,842-73.7% | $3,740-51.9% |
| Admin fee / account holder | $2,049 | $6,053-66.1% | $9,310-78.0% | $5,306-61.4% |