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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 | $13,329 | $148,582-91.0% | $135,942-90.2% | $139,456-90.4% |
| Participation rate | 94.1% | 83.9%+10.3pp | 81.9%+12.2pp | 80.3%+13.8pp |
| Annual return | 20.88% | 79.26%-58.4pp | 68.28%-47.4pp | 373.45%-352.6pp |
| Employer contribution / active EE | $1,402 | $5,245-73.3% | $4,858-71.1% | $4,753-70.5% |
| Participant deferral / active EE | $2,464 | $8,101-69.6% | $7,759-68.2% | $6,711-63.3% |
| Admin fee / account holder | $586 | $12,402-95.3% | $10,764-94.6% | $11,407-94.9% |