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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 | $8,734 | $78,520-88.9% | $96,576-91.0% | $82,448-89.4% |
| Participation rate | 90.4% | 77.7%+12.6pp | 81.4%+8.9pp | 68.1%+22.3pp |
| Annual return | 46.23% | 41.30%+4.9pp | 38.47%+7.8pp | 41.64%+4.6pp |
| Employer contribution / active EE | $2,148 | $2,630-18.3% | $3,553-39.5% | $2,551-15.8% |
| Participant deferral / active EE | $2,594 | $6,754-61.6% | $7,956-67.4% | $4,139-37.3% |
| Admin fee / account holder | $632 | $13,455-95.3% | $11,381-94.4% | $7,234-91.3% |