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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 | $25,756 | $197,625-87.0% | $177,840-85.5% | $158,966-83.8% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 14.62% | 58.76%-44.1pp | 48.32%-33.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $1,766 | $6,698-73.6% | $5,919-70.2% | $4,762-62.9% |
| Participant deferral / active EE | $2,714 | $8,405-67.7% | $7,714-64.8% | $5,983-54.6% |
| Admin fee / account holder | $5,558 | $15,405-63.9% | $12,431-55.3% | $11,250-50.6% |