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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 | $18,592 | $209,336-91.1% | $197,124-90.6% | $137,256-86.5% |
| Participation rate | 81.8% | 87.3%-5.5pp | 86.7%-4.9pp | 80.0%+1.9pp |
| Annual return | 14.44% | 48.09%-33.7pp | 44.34%-29.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,607 | $6,591-75.6% | $6,227-74.2% | $4,156-61.3% |
| Participant deferral / active EE | $2,873 | $9,614-70.1% | $9,135-68.6% | $6,407-55.2% |
| Admin fee / account holder | $3,678 | $17,308-78.7% | $16,298-77.4% | $12,270-70.0% |