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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 | $16,816 | $157,276-89.3% | $141,177-88.1% | $152,885-89.0% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.5%+8.9pp |
| Annual return | 22.48% | 64.33%-41.9pp | 71.40%-48.9pp | 345.39%-322.9pp |
| Employer contribution / active EE | $1,429 | $5,262-72.8% | $4,736-69.8% | $4,763-70.0% |
| Participant deferral / active EE | $1,967 | $7,110-72.3% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $415 | $12,123-96.6% | $10,263-96.0% | $11,598-96.4% |