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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 | $12,725 | $157,296-91.9% | $141,191-91.0% | $152,897-91.7% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 23.99% | 64.34%-40.4pp | 71.41%-47.4pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,865 | $5,262-64.6% | $4,736-60.6% | $4,764-60.9% |
| Participant deferral / active EE | $2,317 | $7,111-67.4% | $6,710-65.5% | $5,851-60.4% |
| Admin fee / account holder | $508 | $12,125-95.8% | $10,264-95.0% | $11,599-95.6% |