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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 | $10,113 | $117,426-91.4% | $99,470-89.8% | $152,885-93.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 33.36% | 31.87%+1.5pp | 30.72%+2.6pp | 345.39%-312.0pp |
| Employer contribution / active EE | $3,682 | $3,014+22.2% | $2,540+44.9% | $4,763-22.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $455 | $7,634-94.0% | $6,252-92.7% | $11,598-96.1% |