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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 | $5,107 | $185,312-97.2% | $161,489-96.8% | $154,746-96.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 16.15% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,226 | $4,769-74.3% | $4,268-71.3% | $4,379-72.0% |
| Participant deferral / active EE | $1,327 | $6,350-79.1% | $5,630-76.4% | $6,730-80.3% |
| Admin fee / account holder | $692 | $18,654-96.3% | $16,006-95.7% | $14,365-95.2% |