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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 | $18,250 | $197,603-90.8% | $177,827-89.7% | $158,950-88.5% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.7%-5.9pp | 82.0%-0.1pp |
| Annual return | 19.47% | 58.76%-39.3pp | 48.32%-28.9pp | 302.91%-283.4pp |
| Employer contribution / active EE | $1,858 | $6,698-72.3% | $5,918-68.6% | $4,762-61.0% |
| Participant deferral / active EE | $2,132 | $8,404-74.6% | $7,713-72.4% | $5,983-64.4% |
| Admin fee / account holder | $438 | $15,402-97.2% | $12,429-96.5% | $11,248-96.1% |