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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 | $9,902 | $181,062-94.5% | $158,223-93.7% | $155,188-93.6% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 15.81% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,337 | $4,565-70.7% | $4,109-67.5% | $4,248-68.5% |
| Participant deferral / active EE | $1,524 | $6,134-75.2% | $5,467-72.1% | $6,531-76.7% |
| Admin fee / account holder | $669 | $18,825-96.4% | $16,047-95.8% | $14,480-95.4% |