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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 | $12,839 | $223,823-94.3% | $211,142-93.9% | $154,746-91.7% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 25.04% | 50.39%-25.4pp | 46.84%-21.8pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,518 | $6,787-77.6% | $6,442-76.4% | $4,379-65.3% |
| Participant deferral / active EE | $1,974 | $9,750-79.8% | $9,284-78.7% | $6,730-70.7% |
| Admin fee / account holder | $409 | $19,707-97.9% | $19,076-97.9% | $14,365-97.2% |