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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 | $15,856 | $223,823-92.9% | $211,142-92.5% | $154,746-89.8% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 21.25% | 50.39%-29.1pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,019 | $6,787-70.3% | $6,442-68.7% | $4,379-53.9% |
| Participant deferral / active EE | $3,137 | $9,750-67.8% | $9,284-66.2% | $6,730-53.4% |
| Admin fee / account holder | $1,006 | $19,707-94.9% | $19,076-94.7% | $14,365-93.0% |