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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 | $13,026 | $94,031-86.1% | $115,768-88.7% | $82,448-84.2% |
| Participation rate | 84.9% | 70.4%+14.5pp | 74.4%+10.5pp | 68.1%+16.8pp |
| Annual return | 27.50% | 20.61%+6.9pp | 100.46%-73.0pp | 41.64%-14.1pp |
| Employer contribution / active EE | $9,043 | $2,323+289.2% | $2,940+207.6% | $2,551+254.5% |
| Participant deferral / active EE | $1,303 | $3,972-67.2% | $4,917-73.5% | $4,139-68.5% |
| Admin fee / account holder | $1,495 | $10,249-85.4% | $12,439-88.0% | $7,234-79.3% |