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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 | $28,137 | $87,132-67.7% | $105,624-73.4% | $80,959-65.2% |
| Participation rate | 85.4% | 70.4%+14.9pp | 75.3%+10.1pp | 67.7%+17.7pp |
| Annual return | 12.23% | 17.03%-4.8pp | 116.20%-104.0pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,590 | $2,397+49.8% | $3,168+13.3% | $2,757+30.2% |
| Participant deferral / active EE | $1,298 | $3,985-67.4% | $5,013-74.1% | $4,300-69.8% |
| Admin fee / account holder | $1,395 | $8,449-83.5% | $10,961-87.3% | $6,925-79.9% |