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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 | $12,847 | $156,398-91.8% | $147,318-91.3% | $138,895-90.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 12.63% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $1,322 | $4,853-72.8% | $4,593-71.2% | $4,194-68.5% |
| Participant deferral / active EE | $1,677 | $8,237-79.6% | $7,906-78.8% | $6,396-73.8% |
| Admin fee / account holder | $1,805 | $14,976-87.9% | $13,708-86.8% | $12,562-85.6% |