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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 | $81,334-71.1% | $113,397-79.3% | $64,097-63.3% |
| Participation rate | 85.1% | 65.6%+19.4pp | 76.5%+8.6pp | 55.2%+29.9pp |
| Annual return | 49.35% | 32.50%+16.8pp | 23.20%+26.1pp | 34.64%+14.7pp |
| Employer contribution / active EE | $715 | $2,077-65.6% | $2,977-76.0% | $1,891-62.2% |
| Participant deferral / active EE | $1,456 | $3,795-61.6% | $5,076-71.3% | $3,080-52.7% |
| Admin fee / account holder | $3,291 | $4,208-21.8% | $11,957-72.5% | $3,454-4.7% |