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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 | $11,299 | $174,379-93.5% | $152,093-92.6% | $138,895-91.9% |
| Participation rate | 77.8% | 81.6%-3.9pp | 77.8%0pp | 79.9%-2.1pp |
| Annual return | 22.07% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,150 | $4,652-75.3% | $4,175-72.5% | $4,194-72.6% |
| Participant deferral / active EE | $1,311 | $6,159-78.7% | $5,451-76.0% | $6,396-79.5% |
| Admin fee / account holder | $1,366 | $16,880-91.9% | $14,497-90.6% | $12,562-89.1% |