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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 | $15,981 | $165,381-90.3% | $149,730-89.3% | $158,966-89.9% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.14% | 348.29%-328.2pp | 276.70%-256.6pp | 302.95%-282.8pp |
| Employer contribution / active EE | $1,014 | $5,104-80.1% | $4,645-78.2% | $4,762-78.7% |
| Participant deferral / active EE | $1,553 | $7,182-78.4% | $6,843-77.3% | $5,983-74.0% |
| Admin fee / account holder | $4,201 | $10,809-61.1% | $9,310-54.9% | $11,250-62.7% |