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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 | $29,324 | $199,109-85.3% | $173,730-83.1% | $154,746-81.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 16.43% | 20.02%-3.6pp | 19.96%-3.5pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,289 | $5,311-75.7% | $4,577-71.8% | $4,379-70.6% |
| Participant deferral / active EE | $1,289 | $7,113-81.9% | $6,326-79.6% | $6,730-80.8% |
| Admin fee / account holder | $398 | $20,916-98.1% | $17,523-97.7% | $14,365-97.2% |