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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 | $8,680 | $184,014-95.3% | $161,149-94.6% | $138,895-93.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.75% | 21.52%-2.8pp | 21.16%-2.4pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,601 | $5,055-48.6% | $4,360-40.3% | $4,194-38.0% |
| Participant deferral / active EE | $2,004 | $6,909-71.0% | $6,153-67.4% | $6,396-68.7% |
| Admin fee / account holder | $412 | $18,027-97.7% | $15,194-97.3% | $12,562-96.7% |