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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 | $9,942 | $91,559-89.1% | $133,971-92.6% | $79,852-87.5% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 14.17% | 61.85%-47.7pp | 45.09%-30.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $811 | $2,384-66.0% | $3,919-79.3% | $2,471-67.2% |
| Participant deferral / active EE | $1,222 | $3,734-67.3% | $5,047-75.8% | $3,740-67.3% |
| Admin fee / account holder | $543 | $6,321-91.4% | $8,929-93.9% | $5,306-89.8% |