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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 | $13,428 | $183,592-92.7% | $155,567-91.4% | $145,959-90.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.19% | 61.24%-49.0pp | 64.74%-52.5pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,132 | $5,315-78.7% | $4,674-75.8% | $4,661-75.7% |
| Participant deferral / active EE | $1,740 | $6,464-73.1% | $5,628-69.1% | $6,689-74.0% |
| Admin fee / account holder | $959 | $19,318-95.0% | $15,916-94.0% | $13,398-92.8% |