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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 | $19,500 | $209,336-90.7% | $197,124-90.1% | $137,256-85.8% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 18.32% | 48.09%-29.8pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $6,078 | $6,591-7.8% | $6,227-2.4% | $4,156+46.2% |
| Participant deferral / active EE | $942 | $9,614-90.2% | $9,135-89.7% | $6,407-85.3% |
| Admin fee / account holder | $1,485 | $17,308-91.4% | $16,298-90.9% | $12,270-87.9% |