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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 | $15,217 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 17.91% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,591 | $4,804-66.9% | $4,554-65.1% | $4,156-61.7% |
| Participant deferral / active EE | $2,227 | $8,216-72.9% | $7,897-71.8% | $6,407-65.2% |
| Admin fee / account holder | $807 | $14,344-94.4% | $13,129-93.9% | $12,270-93.4% |