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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 | $20,590 | $198,462-89.6% | $170,439-87.9% | $147,585-86.0% |
| Participation rate | 72.2% | 88.0%-15.7pp | 83.6%-11.4pp | 82.8%-10.6pp |
| Annual return | 21.88% | 257.30%-235.4pp | 205.94%-184.1pp | 578.58%-556.7pp |
| Employer contribution / active EE | $1,357 | $6,184-78.1% | $5,433-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $1,646 | $5,629-70.8% | $4,939-66.7% | $5,439-69.7% |
| Admin fee / account holder | $312 | $16,852-98.2% | $13,881-97.8% | $10,886-97.1% |