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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 | $12,774 | $108,825-88.3% | $156,181-91.8% | $82,448-84.5% |
| Participation rate | 83.0% | 72.4%+10.6pp | 78.8%+4.1pp | 68.1%+14.9pp |
| Annual return | 20.06% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,421 | $2,870-50.5% | $4,294-66.9% | $2,551-44.3% |
| Participant deferral / active EE | $1,938 | $4,577-57.7% | $6,132-68.4% | $4,139-53.2% |
| Admin fee / account holder | $1,635 | $9,341-82.5% | $14,586-88.8% | $7,234-77.4% |