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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 | $7,934 | $157,296-95.0% | $141,191-94.4% | $152,897-94.8% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 22.86% | 64.34%-41.5pp | 71.41%-48.5pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,097 | $5,262-79.1% | $4,736-76.8% | $4,764-77.0% |
| Participant deferral / active EE | $1,381 | $7,111-80.6% | $6,710-79.4% | $5,851-76.4% |
| Admin fee / account holder | $530 | $12,125-95.6% | $10,264-94.8% | $11,599-95.4% |