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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 | $10,877 | $162,136-93.3% | $152,301-92.9% | $154,746-93.0% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 17.85% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,260 | $4,890-74.2% | $4,624-72.8% | $4,379-71.2% |
| Participant deferral / active EE | $2,614 | $8,341-68.7% | $8,004-67.3% | $6,730-61.2% |
| Admin fee / account holder | $1,852 | $15,759-88.3% | $14,398-87.1% | $14,365-87.1% |