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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 | $15,023 | $154,228-90.3% | $145,433-89.7% | $137,256-89.1% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,257 | $4,804-73.8% | $4,554-72.4% | $4,156-69.7% |
| Participant deferral / active EE | $2,253 | $8,216-72.6% | $7,897-71.5% | $6,407-64.8% |
| Admin fee / account holder | $775 | $14,344-94.6% | $13,129-94.1% | $12,270-93.7% |