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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 | $17,539 | $185,856-90.6% | $170,028-89.7% | $139,456-87.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 24.23% | 60.52%-36.3pp | 53.39%-29.2pp | 373.45%-349.2pp |
| Employer contribution / active EE | $11,055 | $7,593+45.6% | $6,788+62.9% | $4,753+132.6% |
| Participant deferral / active EE | $1,211 | $11,623-89.6% | $10,409-88.4% | $6,711-82.0% |
| Admin fee / account holder | $784 | $15,387-94.9% | $12,820-93.9% | $11,407-93.1% |