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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 | $18,549 | $223,823-91.7% | $211,142-91.2% | $154,746-88.0% |
| Participation rate | 72.7% | 87.9%-15.1pp | 87.3%-14.6pp | 80.7%-8.0pp |
| Annual return | 13.13% | 50.39%-37.3pp | 46.84%-33.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,522 | $6,787-77.6% | $6,442-76.4% | $4,379-65.2% |
| Participant deferral / active EE | $2,361 | $9,750-75.8% | $9,284-74.6% | $6,730-64.9% |
| Admin fee / account holder | $313 | $19,707-98.4% | $19,076-98.4% | $14,365-97.8% |