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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 | $15,622 | $162,136-90.4% | $152,301-89.7% | $154,746-89.9% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 12.35% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,205 | $4,890-75.4% | $4,624-74.0% | $4,379-72.5% |
| Participant deferral / active EE | $1,950 | $8,341-76.6% | $8,004-75.6% | $6,730-71.0% |
| Admin fee / account holder | $576 | $15,759-96.3% | $14,398-96.0% | $14,365-96.0% |