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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 | $16,991 | $142,354-88.1% | $125,529-86.5% | $155,188-89.1% |
| Participation rate | 87.5% | 78.1%+9.4pp | 74.7%+12.8pp | 80.8%+6.7pp |
| Annual return | 7.75% | 306.06%-298.3pp | 202.56%-194.8pp | 148.84%-141.1pp |
| Employer contribution / active EE | $1,743 | $3,501-50.2% | $3,058-43.0% | $4,248-59.0% |
| Participant deferral / active EE | $1,118 | $5,491-79.6% | $4,813-76.8% | $6,531-82.9% |
| Admin fee / account holder | $720 | $19,392-96.3% | $16,298-95.6% | $14,480-95.0% |