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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 | $7,434 | $110,212-93.3% | $96,534-92.3% | $139,466-94.7% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 12.18% | 26.42%-14.2pp | 25.88%-13.7pp | 373.66%-361.5pp |
| Employer contribution / active EE | $981 | $3,620-72.9% | $2,965-66.9% | $4,754-79.4% |
| Participant deferral / active EE | $1,606 | $5,547-71.1% | $4,851-66.9% | $6,712-76.1% |
| Admin fee / account holder | $1,017 | $11,599-91.2% | $8,253-87.7% | $11,409-91.1% |