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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 | $19,611 | $96,236-79.6% | $133,698-85.3% | $80,959-75.8% |
| Participation rate | 97.9% | 71.2%+26.7pp | 76.4%+21.5pp | 67.7%+30.2pp |
| Annual return | 12.97% | 28.74%-15.8pp | 580.90%-567.9pp | 35.67%-22.7pp |
| Employer contribution / active EE | $1,863 | $3,350-44.4% | $4,218-55.8% | $2,757-32.4% |
| Participant deferral / active EE | $1,672 | $5,709-70.7% | $7,016-76.2% | $4,300-61.1% |
| Admin fee / account holder | $1,694 | $8,250-79.5% | $6,703-74.7% | $6,925-75.5% |