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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 | $16,245 | $79,223-79.5% | $102,460-84.1% | $74,478-78.2% |
| Participation rate | 84.2% | 74.8%+9.5pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 11.71% | 54.98%-43.3pp | 29.47%-17.8pp | 1370.56%-1358.9pp |
| Employer contribution / active EE | $770 | $2,363-67.4% | $3,025-74.6% | $2,626-70.7% |
| Participant deferral / active EE | $1,605 | $4,417-63.7% | $5,056-68.3% | $4,350-63.1% |
| Admin fee / account holder | $2,265 | $2,003+13.1% | $9,460-76.1% | $1,946+16.4% |