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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 | $12,888 | $154,228-91.6% | $145,433-91.1% | $137,256-90.6% |
| Participation rate | 84.2% | 83.8%+0.4pp | 82.1%+2.1pp | 80.0%+4.3pp |
| Annual return | 20.02% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,084 | $4,804-77.4% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $2,061 | $8,216-74.9% | $7,897-73.9% | $6,407-67.8% |
| Admin fee / account holder | $446 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |