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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 | $17,689 | $197,637-91.0% | $177,848-90.1% | $158,982-88.9% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 15.31% | 58.77%-43.5pp | 48.33%-33.0pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,923 | $6,698-71.3% | $5,919-67.5% | $4,763-59.6% |
| Participant deferral / active EE | $1,393 | $8,405-83.4% | $7,714-81.9% | $5,983-76.7% |
| Admin fee / account holder | $664 | $15,406-95.7% | $12,431-94.7% | $11,252-94.1% |