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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 | $12,355 | $154,228-92.0% | $145,433-91.5% | $137,256-91.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 26.37% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $2,382 | $4,804-50.4% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $2,382 | $8,216-71.0% | $7,897-69.8% | $6,407-62.8% |
| Admin fee / account holder | $561 | $14,344-96.1% | $13,129-95.7% | $12,270-95.4% |