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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 | $29,101 | $171,492-83.0% | $150,734-80.7% | $198,609-85.3% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 16.77% | 804.70%-787.9pp | 600.81%-584.0pp | 202.70%-185.9pp |
| Employer contribution / active EE | $1,533 | $5,470-72.0% | $4,918-68.8% | $5,055-69.7% |
| Participant deferral / active EE | $2,509 | $6,259-59.9% | $5,610-55.3% | $6,977-64.0% |
| Admin fee / account holder | $2,652 | $17,628-85.0% | $14,905-82.2% | $19,030-86.1% |