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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 | $17,902 | $89,367-80.0% | $141,191-87.3% | $72,975-75.5% |
| Participation rate | 86.1% | 75.1%+11.0pp | 82.5%+3.6pp | 69.5%+16.6pp |
| Annual return | 64.99% | 111.87%-46.9pp | 71.41%-6.4pp | 81.01%-16.0pp |
| Employer contribution / active EE | $1,385 | $3,115-55.5% | $4,736-70.8% | $2,440-43.2% |
| Participant deferral / active EE | $2,305 | $5,419-57.5% | $6,710-65.7% | $3,608-36.1% |
| Admin fee / account holder | $406 | $5,957-93.2% | $10,264-96.0% | $5,124-92.1% |