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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 | $6,184 | $125,778-95.1% | $114,563-94.6% | $154,746-96.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.9%+2.1pp | 80.7%-5.7pp |
| Annual return | 20.52% | 295.14%-274.6pp | 241.09%-220.6pp | 172.34%-151.8pp |
| Employer contribution / active EE | $415 | $2,806-85.2% | $2,592-84.0% | $4,379-90.5% |
| Participant deferral / active EE | $569 | $4,445-87.2% | $4,142-86.3% | $6,730-91.5% |
| Admin fee / account holder | $696 | $8,190-91.5% | $7,623-90.9% | $14,365-95.2% |