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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 | $15,448 | $162,136-90.5% | $152,301-89.9% | $154,746-90.0% |
| Participation rate | 72.7% | 84.1%-11.4pp | 82.4%-9.7pp | 80.7%-8.0pp |
| Annual return | 13.97% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $1,161 | $4,890-76.3% | $4,624-74.9% | $4,379-73.5% |
| Participant deferral / active EE | $2,329 | $8,341-72.1% | $8,004-70.9% | $6,730-65.4% |
| Admin fee / account holder | $473 | $15,759-97.0% | $14,398-96.7% | $14,365-96.7% |