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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 | $11,225 | $154,228-92.7% | $145,433-92.3% | $137,256-91.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 22.41% | 74.59%-52.2pp | 66.58%-44.2pp | 220.34%-197.9pp |
| Employer contribution / active EE | $1,880 | $4,804-60.9% | $4,554-58.7% | $4,156-54.8% |
| Participant deferral / active EE | $2,178 | $8,216-73.5% | $7,897-72.4% | $6,407-66.0% |
| Admin fee / account holder | $505 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |