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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 | $22,340 | $198,462-88.7% | $170,439-86.9% | $147,585-84.9% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 11.27% | 257.30%-246.0pp | 205.94%-194.7pp | 578.58%-567.3pp |
| Employer contribution / active EE | $1,335 | $6,184-78.4% | $5,433-75.4% | $4,876-72.6% |
| Participant deferral / active EE | $1,069 | $5,629-81.0% | $4,939-78.4% | $5,439-80.3% |
| Admin fee / account holder | $663 | $16,852-96.1% | $13,881-95.2% | $10,886-93.9% |