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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 | $21,021 | $102,429-79.5% | $147,096-85.7% | $80,925-74.0% |
| Participation rate | 71.0% | 75.9%-4.9pp | 82.2%-11.2pp | 67.7%+3.3pp |
| Annual return | 13.84% | 135.02%-121.2pp | 419.75%-405.9pp | 35.65%-21.8pp |
| Employer contribution / active EE | $1,832 | $3,716-50.7% | $4,936-62.9% | $2,756-33.6% |
| Participant deferral / active EE | $2,377 | $6,649-64.2% | $8,071-70.5% | $4,299-44.7% |
| Admin fee / account holder | $3,719 | $7,957-53.3% | $13,005-71.4% | $6,940-46.4% |