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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 | $15,517 | $208,088-92.5% | $186,193-91.7% | $154,746-90.0% |
| Participation rate | 70.0% | 80.0%-10.0pp | 77.1%-7.1pp | 80.7%-10.7pp |
| Annual return | 11.89% | 89.97%-78.1pp | 78.03%-66.1pp | 172.34%-160.4pp |
| Employer contribution / active EE | $605 | $4,340-86.1% | $3,918-84.6% | $4,379-86.2% |
| Participant deferral / active EE | $822 | $7,078-88.4% | $6,513-87.4% | $6,730-87.8% |
| Admin fee / account holder | $410 | $11,698-96.5% | $11,058-96.3% | $14,365-97.1% |