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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 | $17,409 | $157,270-88.9% | $141,173-87.7% | $152,870-88.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.90% | 64.33%-44.4pp | 71.40%-51.5pp | 345.34%-325.4pp |
| Employer contribution / active EE | $1,140 | $5,261-78.3% | $4,735-75.9% | $4,763-76.1% |
| Participant deferral / active EE | $1,800 | $7,110-74.7% | $6,710-73.2% | $5,850-69.2% |
| Admin fee / account holder | $2,569 | $12,121-78.8% | $10,262-75.0% | $11,597-77.9% |