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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 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.3pp | 79.9%+2.4pp |
| Annual return | 17.13% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,283 | $4,853-73.6% | $4,593-72.1% | $4,194-69.4% |
| Participant deferral / active EE | $2,112 | $8,237-74.4% | $7,906-73.3% | $6,396-67.0% |
| Admin fee / account holder | $1,337 | $14,976-91.1% | $13,708-90.2% | $12,562-89.4% |