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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 | $20,214 | $91,559-77.9% | $133,978-84.9% | $79,856-74.7% |
| Participation rate | 78.3% | 73.3%+4.9pp | 79.8%-1.6pp | 69.6%+8.6pp |
| Annual return | 19.66% | 61.85%-42.2pp | 45.10%-25.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $3,390 | $2,384+42.2% | $3,919-13.5% | $2,471+37.2% |
| Participant deferral / active EE | $1,442 | $3,734-61.4% | $5,047-71.4% | $3,741-61.4% |
| Admin fee / account holder | $678 | $6,321-89.3% | $8,930-92.4% | $5,306-87.2% |