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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 | $28,749 | $94,031-69.4% | $115,768-75.2% | $82,448-65.1% |
| Participation rate | 78.6% | 70.4%+8.2pp | 74.4%+4.2pp | 68.1%+10.5pp |
| Annual return | 13.06% | 20.61%-7.6pp | 100.46%-87.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,077 | $2,323-53.6% | $2,940-63.4% | $2,551-57.8% |
| Participant deferral / active EE | $1,675 | $3,972-57.8% | $4,917-65.9% | $4,139-59.5% |
| Admin fee / account holder | $4,803 | $10,249-53.1% | $12,439-61.4% | $7,234-33.6% |