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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 | $21,179 | $124,336-83.0% | $111,303-81.0% | $167,518-87.4% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 15.03% | 37.45%-22.4pp | 54.66%-39.6pp | 478.71%-463.7pp |
| Employer contribution / active EE | $1,873 | $3,436-45.5% | $2,731-31.4% | $4,838-61.3% |
| Participant deferral / active EE | $1,407 | $5,181-72.9% | $4,487-68.7% | $6,342-77.8% |
| Admin fee / account holder | $397 | $10,623-96.3% | $7,966-95.0% | $12,312-96.8% |