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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 | $18,785 | $213,785-91.2% | $185,441-89.9% | $155,188-87.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.80% | 19.97%-3.2pp | 20.16%-3.4pp | 148.84%-132.0pp |
| Employer contribution / active EE | $1,821 | $5,393-66.2% | $4,672-61.0% | $4,248-57.1% |
| Participant deferral / active EE | $1,492 | $6,864-78.3% | $6,152-75.7% | $6,531-77.2% |
| Admin fee / account holder | $805 | $21,134-96.2% | $17,890-95.5% | $14,480-94.4% |