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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 | $11,225 | $212,386-94.7% | $199,883-94.4% | $138,895-91.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.8%-11.8pp | 79.9%-4.9pp |
| Annual return | 24.15% | 47.75%-23.6pp | 43.81%-19.7pp | 145.39%-121.2pp |
| Employer contribution / active EE | $1,460 | $6,625-78.0% | $6,261-76.7% | $4,194-65.2% |
| Participant deferral / active EE | $1,570 | $9,617-83.7% | $9,138-82.8% | $6,396-75.5% |
| Admin fee / account holder | $836 | $18,233-95.4% | $17,268-95.2% | $12,562-93.3% |