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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 | $17,664 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 14.04% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,637 | $4,890-25.6% | $4,624-21.4% | $4,379-16.9% |
| Participant deferral / active EE | $461 | $8,341-94.5% | $8,004-94.2% | $6,730-93.1% |
| Admin fee / account holder | $804 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |