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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 | $18,255 | $178,174-89.8% | $156,181-88.3% | $137,256-86.7% |
| Participation rate | 76.9% | 82.0%-5.1pp | 78.8%-1.9pp | 80.0%-3.0pp |
| Annual return | 17.03% | 84.19%-67.2pp | 64.87%-47.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,659 | $4,972-66.6% | $4,294-61.4% | $4,156-60.1% |
| Participant deferral / active EE | $1,898 | $6,888-72.4% | $6,132-69.0% | $6,407-70.4% |
| Admin fee / account holder | $380 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |