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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 | $5,037 | $112,729-95.5% | $98,716-94.9% | $137,256-96.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 19.14% | 38.48%-19.3pp | 31.81%-12.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,068 | $2,725-60.8% | $2,279-53.1% | $4,156-74.3% |
| Participant deferral / active EE | $1,068 | $4,640-77.0% | $4,048-73.6% | $6,407-83.3% |
| Admin fee / account holder | $1,009 | $10,129-90.0% | $8,703-88.4% | $12,270-91.8% |