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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 | $22,301 | $78,707-71.7% | $117,861-81.1% | $70,126-68.2% |
| Participation rate | 94.6% | 73.2%+21.4pp | 79.7%+14.9pp | 69.5%+25.1pp |
| Annual return | 13.85% | 23.30%-9.4pp | 335.11%-321.3pp | 73.15%-59.3pp |
| Employer contribution / active EE | $811 | $2,223-63.5% | $3,786-78.6% | $2,343-65.4% |
| Participant deferral / active EE | $464 | $3,297-85.9% | $4,482-89.7% | $3,332-86.1% |
| Admin fee / account holder | $3,370 | $5,066-33.5% | $8,021-58.0% | $4,645-27.5% |