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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 | $17,706 | $162,136-89.1% | $152,301-88.4% | $154,746-88.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.39% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,489 | $4,890-69.6% | $4,624-67.8% | $4,379-66.0% |
| Participant deferral / active EE | $2,462 | $8,341-70.5% | $8,004-69.2% | $6,730-63.4% |
| Admin fee / account holder | $1,511 | $15,759-90.4% | $14,398-89.5% | $14,365-89.5% |