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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 | $15,490 | $156,398-90.1% | $147,318-89.5% | $138,895-88.8% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.6pp | 79.9%+11.7pp |
| Annual return | 17.50% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $977 | $4,853-79.9% | $4,593-78.7% | $4,194-76.7% |
| Participant deferral / active EE | $1,923 | $8,237-76.7% | $7,906-75.7% | $6,396-69.9% |
| Admin fee / account holder | $1,122 | $14,976-92.5% | $13,708-91.8% | $12,562-91.1% |