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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 | $15,561 | $165,381-90.6% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.7pp |
| Annual return | 31.73% | 348.29%-316.6pp | 276.70%-245.0pp | 302.95%-271.2pp |
| Employer contribution / active EE | $5,741 | $5,104+12.5% | $4,645+23.6% | $4,762+20.6% |
| Participant deferral / active EE | $2,209 | $7,182-69.2% | $6,843-67.7% | $5,983-63.1% |
| Admin fee / account holder | $346 | $10,809-96.8% | $9,310-96.3% | $11,250-96.9% |