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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 | $14,357 | $162,136-91.1% | $152,301-90.6% | $154,746-90.7% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 17.52% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $959 | $4,890-80.4% | $4,624-79.3% | $4,379-78.1% |
| Participant deferral / active EE | $2,483 | $8,341-70.2% | $8,004-69.0% | $6,730-63.1% |
| Admin fee / account holder | $602 | $15,759-96.2% | $14,398-95.8% | $14,365-95.8% |