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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 | $8,839 | $156,398-94.3% | $147,318-94.0% | $138,895-93.6% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.8pp | 79.9%+1.3pp |
| Annual return | 23.22% | 78.75%-55.5pp | 70.43%-47.2pp | 145.39%-122.2pp |
| Employer contribution / active EE | $1,667 | $4,853-65.7% | $4,593-63.7% | $4,194-60.3% |
| Participant deferral / active EE | $1,389 | $8,237-83.1% | $7,906-82.4% | $6,396-78.3% |
| Admin fee / account holder | $659 | $14,976-95.6% | $13,708-95.2% | $12,562-94.8% |