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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 | $12,347 | $211,288-94.2% | $178,540-93.1% | $145,884-91.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 20.76% | 30.27%-9.5pp | 27.15%-6.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $5,893 | $4,574+28.8% | $3,953+49.1% | $4,662+26.4% |
| Participant deferral / active EE | $1,183 | $6,967-83.0% | $6,281-81.2% | $6,690-82.3% |
| Admin fee / account holder | $1,546 | $12,105-87.2% | $10,424-85.2% | $13,392-88.5% |