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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 | $23,854 | $96,731-75.3% | $123,973-80.8% | $86,983-72.6% |
| Participation rate | 94.6% | 70.0%+24.6pp | 76.7%+17.9pp | 69.5%+25.1pp |
| Annual return | 16.81% | 17.33%-0.5pp | 388.13%-371.3pp | 25.83%-9.0pp |
| Employer contribution / active EE | $5,594 | $3,297+69.7% | $4,126+35.6% | $2,584+116.4% |
| Participant deferral / active EE | $1,501 | $4,152-63.9% | $5,247-71.4% | $4,194-64.2% |
| Admin fee / account holder | $320 | $8,722-96.3% | $11,799-97.3% | $7,856-95.9% |