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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 | $16,031 | $178,174-91.0% | $156,181-89.7% | $137,256-88.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 13.68% | 84.19%-70.5pp | 64.87%-51.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,601 | $4,972-67.8% | $4,294-62.7% | $4,156-61.5% |
| Participant deferral / active EE | $1,762 | $6,888-74.4% | $6,132-71.3% | $6,407-72.5% |
| Admin fee / account holder | $895 | $17,404-94.9% | $14,586-93.9% | $12,270-92.7% |