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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 | $15,644 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 17.28% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,070 | $4,890-78.1% | $4,624-76.9% | $4,379-75.6% |
| Participant deferral / active EE | $2,417 | $8,341-71.0% | $8,004-69.8% | $6,730-64.1% |
| Admin fee / account holder | $868 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |