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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 | $3,636 | $135,956-97.3% | $123,894-97.1% | $273,972-98.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.73% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $979 | $5,170-81.1% | $4,617-78.8% | $4,869-79.9% |
| Participant deferral / active EE | $1,805 | $6,343-71.5% | $5,984-69.8% | $5,287-65.9% |
| Admin fee / account holder | $769 | $9,817-92.2% | $8,357-90.8% | $10,133-92.4% |