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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 | $12,843 | $223,823-94.3% | $211,142-93.9% | $154,746-91.7% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.3%+6.0pp | 80.7%+12.6pp |
| Annual return | 18.37% | 50.39%-32.0pp | 46.84%-28.5pp | 172.34%-154.0pp |
| Employer contribution / active EE | $2,155 | $6,787-68.3% | $6,442-66.6% | $4,379-50.8% |
| Participant deferral / active EE | $2,906 | $9,750-70.2% | $9,284-68.7% | $6,730-56.8% |
| Admin fee / account holder | $1,927 | $19,707-90.2% | $19,076-89.9% | $14,365-86.6% |