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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 | $29,489 | $275,752-89.3% | $256,809-88.5% | $198,609-85.2% |
| Participation rate | 81.3% | 89.2%-7.9pp | 88.5%-7.3pp | 82.4%-1.1pp |
| Annual return | 17.53% | 34.81%-17.3pp | 32.73%-15.2pp | 202.70%-185.2pp |
| Employer contribution / active EE | $3,052 | $7,721-60.5% | $7,263-58.0% | $5,055-39.6% |
| Participant deferral / active EE | $3,804 | $10,037-62.1% | $9,520-60.0% | $6,977-45.5% |
| Admin fee / account holder | $386 | $25,716-98.5% | $25,146-98.5% | $19,030-98.0% |