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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 | $10,616 | $98,766-89.3% | $149,730-92.9% | $79,852-86.7% |
| Participation rate | 70.2% | 75.8%-5.6pp | 82.5%-12.3pp | 69.6%+0.5pp |
| Annual return | 12.73% | 27.43%-14.7pp | 276.70%-264.0pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,107 | $3,217-65.6% | $4,645-76.2% | $2,471-55.2% |
| Participant deferral / active EE | $1,814 | $5,681-68.1% | $6,843-73.5% | $3,740-51.5% |
| Admin fee / account holder | $1,586 | $6,052-73.8% | $9,310-83.0% | $5,306-70.1% |