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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 | $11,220 | $183,516-93.9% | $155,534-92.8% | $145,884-92.3% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.36% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $1,575 | $5,315-70.4% | $4,675-66.3% | $4,662-66.2% |
| Participant deferral / active EE | $1,811 | $6,467-72.0% | $5,630-67.8% | $6,690-72.9% |
| Admin fee / account holder | $1,129 | $19,293-94.2% | $15,900-92.9% | $13,392-91.6% |