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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 | $14,733 | $180,028-91.8% | $138,135-89.3% | $158,950-90.7% |
| Participation rate | 83.3% | 82.2%+1.1pp | 78.7%+4.6pp | 82.0%+1.4pp |
| Annual return | 15.12% | 21.68%-6.6pp | 20.51%-5.4pp | 302.91%-287.8pp |
| Employer contribution / active EE | $3,741 | $7,470-49.9% | $5,587-33.0% | $4,762-21.4% |
| Participant deferral / active EE | $1,259 | $7,717-83.7% | $6,431-80.4% | $5,983-79.0% |
| Admin fee / account holder | $3,960 | $17,912-77.9% | $11,856-66.6% | $11,248-64.8% |