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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 | $10,644 | $197,625-94.6% | $177,840-94.0% | $158,966-93.3% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 14.54% | 58.76%-44.2pp | 48.32%-33.8pp | 302.95%-288.4pp |
| Employer contribution / active EE | $1,603 | $6,698-76.1% | $5,919-72.9% | $4,762-66.3% |
| Participant deferral / active EE | $2,108 | $8,405-74.9% | $7,714-72.7% | $5,983-64.8% |
| Admin fee / account holder | $2,138 | $15,405-86.1% | $12,431-82.8% | $11,250-81.0% |