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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 | $10,638 | $172,111-93.8% | $150,298-92.9% | $137,256-92.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 13.62% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,314 | $4,636-71.7% | $4,154-68.4% | $4,156-68.4% |
| Participant deferral / active EE | $1,314 | $6,166-78.7% | $5,453-75.9% | $6,407-79.5% |
| Admin fee / account holder | $2,051 | $16,471-87.5% | $14,116-85.5% | $12,270-83.3% |