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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 | $15,262 | $185,312-91.8% | $161,489-90.5% | $154,746-90.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 17.66% | 103.84%-86.2pp | 89.72%-72.1pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,238 | $4,769-74.1% | $4,268-71.0% | $4,379-71.7% |
| Participant deferral / active EE | $1,832 | $6,350-71.1% | $5,630-67.5% | $6,730-72.8% |
| Admin fee / account holder | $758 | $18,654-95.9% | $16,006-95.3% | $14,365-94.7% |