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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 | $20,910 | $88,672-76.4% | $105,223-80.1% | $82,448-74.6% |
| Participation rate | 78.4% | 67.9%+10.5pp | 75.0%+3.3pp | 68.1%+10.3pp |
| Annual return | 15.13% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $6,104 | $3,048+100.3% | $3,689+65.5% | $2,551+139.3% |
| Participant deferral / active EE | $1,613 | $4,036-60.0% | $5,072-68.2% | $4,139-61.0% |
| Admin fee / account holder | $4,924 | $7,146-31.1% | $8,859-44.4% | $7,234-31.9% |