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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 | $12,771 | $111,301-88.5% | $112,977-88.7% | $158,966-92.0% |
| Participation rate | 91.7% | 83.5%+8.2pp | 82.6%+9.1pp | 82.0%+9.7pp |
| Annual return | 13.57% | 26.40%-12.8pp | 24.24%-10.7pp | 302.95%-289.4pp |
| Employer contribution / active EE | $2,241 | $4,471-49.9% | $4,255-47.3% | $4,762-52.9% |
| Participant deferral / active EE | $1,483 | $5,880-74.8% | $5,836-74.6% | $5,983-75.2% |
| Admin fee / account holder | $1,912 | $8,392-77.2% | $6,294-69.6% | $11,250-83.0% |