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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 | $22,304 | $89,259-75.0% | $107,187-79.2% | $82,637-73.0% |
| Participation rate | 88.9% | 67.9%+21.0pp | 75.0%+13.9pp | 68.1%+20.8pp |
| Annual return | 14.82% | 21.02%-6.2pp | 204.55%-189.7pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,768 | $3,080-42.6% | $3,782-53.2% | $2,552-30.7% |
| Participant deferral / active EE | $1,422 | $4,037-64.8% | $5,096-72.1% | $4,126-65.5% |
| Admin fee / account holder | $1,259 | $7,381-82.9% | $9,162-86.3% | $7,339-82.8% |