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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 | $15,251 | $167,504-90.9% | $151,628-89.9% | $134,509-88.7% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -18.75% | 7.81%-26.6pp | 3.34%-22.1pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,839 | $6,828-73.1% | $6,165-70.2% | $4,741-61.2% |
| Participant deferral / active EE | $2,703 | $8,985-69.9% | $8,363-67.7% | $6,400-57.8% |
| Admin fee / account holder | $303 | $13,779-97.8% | $11,613-97.4% | $11,427-97.3% |