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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 | $15,357 | $87,132-82.4% | $105,624-85.5% | $80,959-81.0% |
| Participation rate | 86.2% | 70.4%+15.8pp | 75.3%+10.9pp | 67.7%+18.5pp |
| Annual return | 13.88% | 17.03%-3.1pp | 116.20%-102.3pp | 35.67%-21.8pp |
| Employer contribution / active EE | $1,167 | $2,397-51.3% | $3,168-63.1% | $2,757-57.7% |
| Participant deferral / active EE | $1,579 | $3,985-60.4% | $5,013-68.5% | $4,300-63.3% |
| Admin fee / account holder | $973 | $8,449-88.5% | $10,961-91.1% | $6,925-85.9% |