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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 | $4,011 | $211,288-98.1% | $178,540-97.8% | $145,884-97.3% |
| Participation rate | 73.3% | 80.8%-7.5pp | 77.1%-3.8pp | 80.3%-7.0pp |
| Annual return | 16.75% | 30.27%-13.5pp | 27.15%-10.4pp | 551.85%-535.1pp |
| Employer contribution / active EE | $760 | $4,574-83.4% | $3,953-80.8% | $4,662-83.7% |
| Participant deferral / active EE | $842 | $6,967-87.9% | $6,281-86.6% | $6,690-87.4% |
| Admin fee / account holder | $603 | $12,105-95.0% | $10,424-94.2% | $13,392-95.5% |