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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 | $17,265 | $88,672-80.5% | $105,223-83.6% | $82,448-79.1% |
| Participation rate | 90.4% | 67.9%+22.5pp | 75.0%+15.3pp | 68.1%+22.3pp |
| Annual return | 16.04% | 30.86%-14.8pp | 180.65%-164.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $1,317 | $3,048-56.8% | $3,689-64.3% | $2,551-48.4% |
| Participant deferral / active EE | $1,536 | $4,036-61.9% | $5,072-69.7% | $4,139-62.9% |
| Admin fee / account holder | $970 | $7,146-86.4% | $8,859-89.1% | $7,234-86.6% |