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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 | $2,785 | $172,111-98.4% | $150,298-98.1% | $137,256-98.0% |
| Participation rate | 81.3% | 81.7%-0.5pp | 77.8%+3.5pp | 80.0%+1.3pp |
| Annual return | 13.03% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,262 | $4,636-72.8% | $4,154-69.6% | $4,156-69.6% |
| Participant deferral / active EE | $1,345 | $6,166-78.2% | $5,453-75.3% | $6,407-79.0% |
| Admin fee / account holder | $2,849 | $16,471-82.7% | $14,116-79.8% | $12,270-76.8% |