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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 | $13,242 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 17.34% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,042 | $4,804-78.3% | $4,554-77.1% | $4,156-74.9% |
| Participant deferral / active EE | $1,862 | $8,216-77.3% | $7,897-76.4% | $6,407-70.9% |
| Admin fee / account holder | $1,466 | $14,344-89.8% | $13,129-88.8% | $12,270-88.1% |