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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 | $16,420 | $183,592-91.1% | $155,574-89.4% | $145,877-88.7% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 14.94% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,142 | $5,317-78.5% | $4,676-75.6% | $4,663-75.5% |
| Participant deferral / active EE | $930 | $6,466-85.6% | $5,629-83.5% | $6,691-86.1% |
| Admin fee / account holder | $1,363 | $19,316-92.9% | $15,914-91.4% | $13,402-89.8% |