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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 | $11,480 | $183,516-93.7% | $155,534-92.6% | $145,884-92.1% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+0.9pp | 80.3%-1.1pp |
| Annual return | 11.70% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,410 | $5,315-54.7% | $4,675-48.4% | $4,662-48.3% |
| Participant deferral / active EE | $1,335 | $6,467-79.4% | $5,630-76.3% | $6,690-80.0% |
| Admin fee / account holder | $934 | $19,293-95.2% | $15,900-94.1% | $13,392-93.0% |