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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 | $22,356 | $98,766-77.4% | $149,730-85.1% | $79,852-72.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 18.95% | 27.43%-8.5pp | 276.70%-257.7pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,022 | $3,217-68.2% | $4,645-78.0% | $2,471-58.6% |
| Participant deferral / active EE | $2,345 | $5,681-58.7% | $6,843-65.7% | $3,740-37.3% |
| Admin fee / account holder | $817 | $6,052-86.5% | $9,310-91.2% | $5,306-84.6% |