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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 | $77,358-88.7% | $102,184-91.5% | $87,485-90.0% |
| Participation rate | 90.4% | 78.7%+11.7pp | 82.6%+7.8pp | 68.9%+21.4pp |
| Annual return | 46.23% | 41.11%+5.1pp | 31.58%+14.7pp | 26.06%+20.2pp |
| Employer contribution / active EE | $2,148 | $2,562-16.2% | $3,594-40.2% | $2,596-17.3% |
| Participant deferral / active EE | $2,594 | $6,753-61.6% | $8,309-68.8% | $4,274-39.3% |
| Admin fee / account holder | $632 | $6,809-90.7% | $11,609-94.6% | $7,775-91.9% |