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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 | $209,336-93.9% | $197,124-93.5% | $137,256-90.6% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 25.04% | 48.09%-23.0pp | 44.34%-19.3pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,518 | $6,591-77.0% | $6,227-75.6% | $4,156-63.5% |
| Participant deferral / active EE | $1,974 | $9,614-79.5% | $9,135-78.4% | $6,407-69.2% |
| Admin fee / account holder | $409 | $17,308-97.6% | $16,298-97.5% | $12,270-96.7% |