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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 | $9,840 | $135,956-92.8% | $123,894-92.1% | $273,972-96.4% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 9.61% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $1,138 | $5,170-78.0% | $4,617-75.3% | $4,869-76.6% |
| Participant deferral / active EE | $1,477 | $6,343-76.7% | $5,984-75.3% | $5,287-72.1% |
| Admin fee / account holder | $1,548 | $9,817-84.2% | $8,357-81.5% | $10,133-84.7% |