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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 | $8,336 | $111,535-92.5% | $105,223-92.1% | $137,256-93.9% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 19.42% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,209 | $3,939-69.3% | $3,689-67.2% | $4,156-70.9% |
| Participant deferral / active EE | $1,261 | $5,500-77.1% | $5,072-75.1% | $6,407-80.3% |
| Admin fee / account holder | $397 | $9,721-95.9% | $8,859-95.5% | $12,270-96.8% |