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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 | $3,296 | $105,160-96.9% | $94,679-96.5% | $139,456-97.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 27.16% | 38.04%-10.9pp | 156.75%-129.6pp | 373.45%-346.3pp |
| Employer contribution / active EE | $586 | $4,107-85.7% | $3,673-84.0% | $4,753-87.7% |
| Participant deferral / active EE | $983 | $7,599-87.1% | $7,417-86.8% | $6,711-85.4% |
| Admin fee / account holder | $560 | $8,988-93.8% | $7,233-92.3% | $11,407-95.1% |