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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 | $14,493 | $154,228-90.6% | $145,433-90.0% | $137,256-89.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,172 | $4,804-75.6% | $4,554-74.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,946 | $8,216-76.3% | $7,897-75.4% | $6,407-69.6% |
| Admin fee / account holder | $930 | $14,344-93.5% | $13,129-92.9% | $12,270-92.4% |