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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 | $17,477 | $209,336-91.7% | $197,124-91.1% | $137,256-87.3% |
| Participation rate | 71.4% | 87.3%-15.9pp | 86.7%-15.3pp | 80.0%-8.5pp |
| Annual return | 16.66% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,965 | $6,591-70.2% | $6,227-68.5% | $4,156-52.7% |
| Participant deferral / active EE | $1,978 | $9,614-79.4% | $9,135-78.3% | $6,407-69.1% |
| Admin fee / account holder | $2,676 | $17,308-84.5% | $16,298-83.6% | $12,270-78.2% |