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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 | $11,547 | $201,370-94.3% | $184,256-93.7% | $145,897-92.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 14.18% | 29.05%-14.9pp | 28.85%-14.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $1,927 | $7,024-72.6% | $6,427-70.0% | $4,663-58.7% |
| Participant deferral / active EE | $3,023 | $9,808-69.2% | $9,133-66.9% | $6,689-54.8% |
| Admin fee / account holder | $773 | $16,364-95.3% | $13,899-94.4% | $13,390-94.2% |