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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 | $15,050 | $154,228-90.2% | $145,433-89.7% | $137,256-89.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.99% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $1,480 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $1,933 | $8,216-76.5% | $7,897-75.5% | $6,407-69.8% |
| Admin fee / account holder | $1,170 | $14,344-91.8% | $13,129-91.1% | $12,270-90.5% |