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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 | $13,004 | $156,398-91.7% | $147,318-91.2% | $138,895-90.6% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 35.51% | 78.75%-43.2pp | 70.43%-34.9pp | 145.39%-109.9pp |
| Employer contribution / active EE | $1,303 | $4,853-73.2% | $4,593-71.6% | $4,194-68.9% |
| Participant deferral / active EE | $1,528 | $8,237-81.5% | $7,906-80.7% | $6,396-76.1% |
| Admin fee / account holder | $413 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |