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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 | $9,554 | $183,516-94.8% | $155,534-93.9% | $145,884-93.5% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 12.24% | 61.43%-49.2pp | 64.92%-52.7pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,161 | $5,315-78.2% | $4,675-75.2% | $4,662-75.1% |
| Participant deferral / active EE | $1,549 | $6,467-76.1% | $5,630-72.5% | $6,690-76.9% |
| Admin fee / account holder | $674 | $19,293-96.5% | $15,900-95.8% | $13,392-95.0% |