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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 | $14,809 | $217,427-93.2% | $185,837-92.0% | $167,518-91.2% |
| Participation rate | 95.8% | 86.0%+9.8pp | 81.7%+14.1pp | 82.1%+13.7pp |
| Annual return | 15.07% | 148.39%-133.3pp | 122.08%-107.0pp | 478.71%-463.6pp |
| Employer contribution / active EE | $2,573 | $5,874-56.2% | $5,168-50.2% | $4,838-46.8% |
| Participant deferral / active EE | $2,230 | $6,357-64.9% | $5,568-60.0% | $6,342-64.8% |
| Admin fee / account holder | $2,066 | $19,816-89.6% | $16,241-87.3% | $12,312-83.2% |