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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 | $12,240 | $154,228-92.1% | $145,433-91.6% | $137,256-91.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 16.34% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,200 | $4,804-75.0% | $4,554-73.7% | $4,156-71.1% |
| Participant deferral / active EE | $1,979 | $8,216-75.9% | $7,897-74.9% | $6,407-69.1% |
| Admin fee / account holder | $314 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |