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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 | $23,498 | $85,515-72.5% | $112,040-79.0% | $67,986-65.4% |
| Participation rate | 85.1% | 68.2%+16.9pp | 76.5%+8.6pp | 57.2%+27.9pp |
| Annual return | 49.35% | 29.68%+19.7pp | 24.52%+24.8pp | 31.67%+17.7pp |
| Employer contribution / active EE | $715 | $2,191-67.4% | $2,954-75.8% | $2,019-64.6% |
| Participant deferral / active EE | $1,456 | $4,014-63.7% | $5,098-71.4% | $3,358-56.6% |
| Admin fee / account holder | $3,291 | $3,774-12.8% | $12,098-72.8% | $3,203+2.7% |