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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 | $6,709 | $129,737-94.8% | $119,126-94.4% | $154,746-95.7% |
| Participation rate | 90.9% | 78.9%+12.1pp | 75.8%+15.1pp | 80.7%+10.2pp |
| Annual return | 11.25% | 379.08%-367.8pp | 282.11%-270.9pp | 172.34%-161.1pp |
| Employer contribution / active EE | $2,406 | $4,375-45.0% | $4,034-40.3% | $4,379-45.1% |
| Participant deferral / active EE | $1,203 | $5,842-79.4% | $5,318-77.4% | $6,730-82.1% |
| Admin fee / account holder | $1,113 | $11,961-90.7% | $10,693-89.6% | $14,365-92.2% |