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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 | $22,932 | $217,432-89.5% | $185,851-87.7% | $167,553-86.3% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.37% | 148.43%-132.1pp | 122.11%-105.7pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,252 | $5,874-78.7% | $5,168-75.8% | $4,840-74.1% |
| Participant deferral / active EE | $1,784 | $6,357-71.9% | $5,569-68.0% | $6,343-71.9% |
| Admin fee / account holder | $1,379 | $19,820-93.0% | $16,245-91.5% | $12,316-88.8% |