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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 | $21,394 | $88,672-75.9% | $105,223-79.7% | $82,448-74.1% |
| Participation rate | 93.5% | 67.9%+25.6pp | 75.0%+18.5pp | 68.1%+25.5pp |
| Annual return | 17.92% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,504 | $3,048+15.0% | $3,689-5.0% | $2,551+37.4% |
| Participant deferral / active EE | $793 | $4,036-80.4% | $5,072-84.4% | $4,139-80.8% |
| Admin fee / account holder | $318 | $7,146-95.5% | $8,859-96.4% | $7,234-95.6% |