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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 | $5,778 | $154,228-96.3% | $145,433-96.0% | $137,256-95.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 43.11% | 74.59%-31.5pp | 66.58%-23.5pp | 220.34%-177.2pp |
| Employer contribution / active EE | $1,813 | $4,804-62.3% | $4,554-60.2% | $4,156-56.4% |
| Participant deferral / active EE | $1,813 | $8,216-77.9% | $7,897-77.0% | $6,407-71.7% |
| Admin fee / account holder | $986 | $14,344-93.1% | $13,129-92.5% | $12,270-92.0% |