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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 | $31,436 | $227,399-86.2% | $189,758-83.4% | $198,609-84.2% |
| Participation rate | 73.3% | 84.0%-10.7pp | 79.8%-6.5pp | 82.4%-9.0pp |
| Annual return | 53.43% | 61.03%-7.6pp | 52.62%+0.8pp | 202.70%-149.3pp |
| Employer contribution / active EE | $1,926 | $5,526-65.1% | $4,767-59.6% | $5,055-61.9% |
| Participant deferral / active EE | $2,650 | $6,837-61.2% | $5,856-54.7% | $6,977-62.0% |
| Admin fee / account holder | $16,783 | $25,162-33.3% | $20,388-17.7% | $19,030-11.8% |