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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 | $16,916 | $162,136-89.6% | $152,301-88.9% | $154,746-89.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.20% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,361 | $4,890-72.2% | $4,624-70.6% | $4,379-68.9% |
| Participant deferral / active EE | $2,485 | $8,341-70.2% | $8,004-69.0% | $6,730-63.1% |
| Admin fee / account holder | $1,784 | $15,759-88.7% | $14,398-87.6% | $14,365-87.6% |