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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 | $24,082 | $223,823-89.2% | $211,142-88.6% | $154,746-84.4% |
| Participation rate | 95.5% | 87.9%+7.6pp | 87.3%+8.2pp | 80.7%+14.8pp |
| Annual return | 20.15% | 50.39%-30.2pp | 46.84%-26.7pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,956 | $6,787-71.2% | $6,442-69.6% | $4,379-55.3% |
| Participant deferral / active EE | $1,969 | $9,750-79.8% | $9,284-78.8% | $6,730-70.7% |
| Admin fee / account holder | $1,318 | $19,707-93.3% | $19,076-93.1% | $14,365-90.8% |