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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 | $209,336-93.9% | $197,124-93.5% | $137,256-90.6% |
| Participation rate | 93.3% | 87.3%+6.0pp | 86.7%+6.6pp | 80.0%+13.4pp |
| Annual return | 18.37% | 48.09%-29.7pp | 44.34%-26.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,155 | $6,591-67.3% | $6,227-65.4% | $4,156-48.2% |
| Participant deferral / active EE | $2,906 | $9,614-69.8% | $9,135-68.2% | $6,407-54.6% |
| Admin fee / account holder | $1,927 | $17,308-88.9% | $16,298-88.2% | $12,270-84.3% |