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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 | $15,566 | $129,737-88.0% | $119,126-86.9% | $154,746-89.9% |
| Participation rate | 79.2% | 78.9%+0.3pp | 75.8%+3.4pp | 80.7%-1.5pp |
| Annual return | 21.69% | 379.08%-357.4pp | 282.11%-260.4pp | 172.34%-150.6pp |
| Employer contribution / active EE | $1,441 | $4,375-67.1% | $4,034-64.3% | $4,379-67.1% |
| Participant deferral / active EE | $1,740 | $5,842-70.2% | $5,318-67.3% | $6,730-74.1% |
| Admin fee / account holder | $627 | $11,961-94.8% | $10,693-94.1% | $14,365-95.6% |