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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 | $15,972 | $88,672-82.0% | $105,223-84.8% | $82,448-80.6% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 18.70% | 30.86%-12.2pp | 180.65%-162.0pp | 41.64%-22.9pp |
| Employer contribution / active EE | $945 | $3,048-69.0% | $3,689-74.4% | $2,551-62.9% |
| Participant deferral / active EE | $1,129 | $4,036-72.0% | $5,072-77.7% | $4,139-72.7% |
| Admin fee / account holder | $538 | $7,146-92.5% | $8,859-93.9% | $7,234-92.6% |