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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 | $13,232 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.10% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,637 | $4,804-65.9% | $4,554-64.1% | $4,156-60.6% |
| Participant deferral / active EE | $1,637 | $8,216-80.1% | $7,897-79.3% | $6,407-74.5% |
| Admin fee / account holder | $719 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |