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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 | $30,893 | $94,529-67.3% | $140,019-77.9% | $64,173-51.9% |
| Participation rate | 75.5% | 84.1%-8.6pp | 87.5%-12.0pp | 69.6%+5.9pp |
| Annual return | 10.27% | 7.77%+2.5pp | 651.17%-640.9pp | 7.63%+2.6pp |
| Employer contribution / active EE | $1,656 | $3,812-56.6% | $5,605-70.5% | $2,381-30.4% |
| Participant deferral / active EE | $2,037 | $5,250-61.2% | $6,927-70.6% | $3,470-41.3% |
| Admin fee / account holder | $1,327 | $6,741-80.3% | $10,705-87.6% | $4,887-72.9% |