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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 | $25,547 | $198,462-87.1% | $170,439-85.0% | $147,585-82.7% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.32% | 257.30%-238.0pp | 205.94%-186.6pp | 578.58%-559.3pp |
| Employer contribution / active EE | $1,343 | $6,184-78.3% | $5,433-75.3% | $4,876-72.5% |
| Participant deferral / active EE | $1,380 | $5,629-75.5% | $4,939-72.1% | $5,439-74.6% |
| Admin fee / account holder | $1,847 | $16,852-89.0% | $13,881-86.7% | $10,886-83.0% |