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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 | $11,437 | $124,980-90.8% | $108,359-89.4% | $154,746-92.6% |
| Participation rate | 81.8% | 75.2%+6.6pp | 70.1%+11.7pp | 80.7%+1.1pp |
| Annual return | 12.38% | 45.00%-32.6pp | 36.89%-24.5pp | 172.34%-160.0pp |
| Employer contribution / active EE | $3,185 | $2,851+11.7% | $2,399+32.7% | $4,379-27.3% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,153 | $11,502-90.0% | $9,741-88.2% | $14,365-92.0% |