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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% | $155,574-91.4% | $145,877-90.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 12.19% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $1,132 | $5,317-78.7% | $4,676-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $1,740 | $6,466-73.1% | $5,629-69.1% | $6,691-74.0% |
| Admin fee / account holder | $959 | $19,316-95.0% | $15,914-94.0% | $13,402-92.8% |