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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 | $12,792 | $154,228-91.7% | $145,433-91.2% | $137,256-90.7% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,283 | $4,804-73.3% | $4,554-71.8% | $4,156-69.1% |
| Participant deferral / active EE | $2,112 | $8,216-74.3% | $7,897-73.3% | $6,407-67.0% |
| Admin fee / account holder | $1,337 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |