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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 | $11,151 | $88,672-87.4% | $105,223-89.4% | $82,448-86.5% |
| Participation rate | 79.2% | 67.9%+11.2pp | 75.0%+4.1pp | 68.1%+11.1pp |
| Annual return | 17.77% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $2,395 | $3,048-21.4% | $3,689-35.1% | $2,551-6.1% |
| Participant deferral / active EE | $237 | $4,036-94.1% | $5,072-95.3% | $4,139-94.3% |
| Admin fee / account holder | $643 | $7,146-91.0% | $8,859-92.7% | $7,234-91.1% |