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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 | $16,030 | $89,652-82.1% | $141,177-88.6% | $65,185-75.4% |
| Participation rate | 71.7% | 74.7%-3.1pp | 82.5%-10.8pp | 70.2%+1.5pp |
| Annual return | 67.55% | 32.79%+34.8pp | 71.40%-3.9pp | 29.38%+38.2pp |
| Employer contribution / active EE | $978 | $3,065-68.1% | $4,736-79.3% | $2,177-55.1% |
| Participant deferral / active EE | $2,502 | $5,691-56.0% | $6,710-62.7% | $3,514-28.8% |
| Admin fee / account holder | $510 | $569-10.2% | $10,263-95.0% | $847-39.8% |