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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 | $15,007 | $88,672-83.1% | $105,223-85.7% | $82,448-81.8% |
| Participation rate | 97.8% | 67.9%+29.9pp | 75.0%+22.8pp | 68.1%+29.8pp |
| Annual return | 31.66% | 30.86%+0.8pp | 180.65%-149.0pp | 41.64%-10.0pp |
| Employer contribution / active EE | $4,425 | $3,048+45.2% | $3,689+20.0% | $2,551+73.5% |
| Participant deferral / active EE | $1,606 | $4,036-60.2% | $5,072-68.3% | $4,139-61.2% |
| Admin fee / account holder | $525 | $7,146-92.7% | $8,859-94.1% | $7,234-92.7% |