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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 | $9,316 | $102,429-90.9% | $147,096-93.7% | $80,925-88.5% |
| Participation rate | 84.2% | 75.9%+8.3pp | 82.2%+2.0pp | 67.7%+16.6pp |
| Annual return | 20.60% | 135.02%-114.4pp | 419.75%-399.2pp | 35.65%-15.1pp |
| Employer contribution / active EE | $1,230 | $3,716-66.9% | $4,936-75.1% | $2,756-55.4% |
| Participant deferral / active EE | $2,478 | $6,649-62.7% | $8,071-69.3% | $4,299-42.4% |
| Admin fee / account holder | $502 | $7,957-93.7% | $13,005-96.1% | $6,940-92.8% |