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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 | $12,770 | $168,635-92.4% | $147,617-91.3% | $125,389-89.8% |
| Participation rate | 77.8% | 88.8%-11.0pp | 84.6%-6.8pp | 83.2%-5.4pp |
| Annual return | 1.48% | 77.65%-76.2pp | 61.98%-60.5pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,456 | $6,252-76.7% | $5,564-73.8% | $4,866-70.1% |
| Participant deferral / active EE | $607 | $5,507-89.0% | $4,895-87.6% | $5,352-88.7% |
| Admin fee / account holder | $3,437 | $13,580-74.7% | $11,612-70.4% | $9,541-64.0% |