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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 | $14,771 | $86,298-82.9% | $111,308-86.7% | $85,847-82.8% |
| Participation rate | 88.1% | 73.3%+14.8pp | 77.3%+10.8pp | 69.3%+18.8pp |
| Annual return | 15.17% | 19.99%-4.8pp | 54.67%-39.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $769 | $2,044-62.4% | $2,732-71.9% | $2,565-70.0% |
| Participant deferral / active EE | $1,352 | $3,641-62.9% | $4,487-69.9% | $3,952-65.8% |
| Admin fee / account holder | $1,183 | $8,189-85.6% | $7,965-85.2% | $6,261-81.1% |