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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 | $3,378 | $201,264-98.3% | $184,185-98.2% | $145,978-97.7% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 0.00% | 29.00%-29.0pp | 28.81%-28.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,527 | $7,021-78.2% | $6,426-76.2% | $4,662-67.2% |
| Participant deferral / active EE | $1,918 | $9,806-80.4% | $9,132-79.0% | $6,690-71.3% |
| Admin fee / account holder | $330 | $16,376-98.0% | $13,909-97.6% | $13,400-97.5% |