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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 | $13,541 | $127,387-89.4% | $115,038-88.2% | $125,389-89.2% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | 11.58% | 31.28%-19.7pp | 26.14%-14.6pp | 282.24%-270.7pp |
| Employer contribution / active EE | $1,240 | $5,166-76.0% | $4,608-73.1% | $4,866-74.5% |
| Participant deferral / active EE | $1,521 | $6,423-76.3% | $6,026-74.8% | $5,352-71.6% |
| Admin fee / account holder | $440 | $9,516-95.4% | $8,175-94.6% | $9,541-95.4% |