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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 | $9,902 | $89,364-88.9% | $141,177-93.0% | $72,983-86.4% |
| Participation rate | 74.4% | 75.1%-0.8pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 21.36% | 111.86%-90.5pp | 71.40%-50.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $2,001 | $3,115-35.8% | $4,736-57.7% | $2,440-18.0% |
| Participant deferral / active EE | $850 | $5,419-84.3% | $6,710-87.3% | $3,608-76.4% |
| Admin fee / account holder | $2,801 | $5,959-53.0% | $10,263-72.7% | $5,124-45.3% |