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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 | $227,291-91.8% | $214,702-91.4% | $155,188-88.0% |
| Participation rate | 72.7% | 88.0%-15.2pp | 87.5%-14.7pp | 80.8%-8.1pp |
| Annual return | 13.13% | 60.08%-46.9pp | 54.55%-41.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,522 | $6,772-77.5% | $6,461-76.4% | $4,248-64.2% |
| Participant deferral / active EE | $2,361 | $9,582-75.4% | $9,147-74.2% | $6,531-63.8% |
| Admin fee / account holder | $313 | $20,413-98.5% | $19,830-98.4% | $14,480-97.8% |