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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 | $11,530 | $154,228-92.5% | $145,433-92.1% | $137,256-91.6% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 30.72% | 74.59%-43.9pp | 66.58%-35.9pp | 220.34%-189.6pp |
| Employer contribution / active EE | $1,667 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $2,156 | $8,216-73.8% | $7,897-72.7% | $6,407-66.3% |
| Admin fee / account holder | $348 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |