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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 | $5,920 | $100,970-94.1% | $96,576-93.9% | $137,256-95.7% |
| Participation rate | 72.7% | 82.6%-9.9pp | 81.4%-8.7pp | 80.0%-7.2pp |
| Annual return | 19.41% | 38.16%-18.7pp | 38.47%-19.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,295 | $3,809-66.0% | $3,553-63.6% | $4,156-68.8% |
| Participant deferral / active EE | $1,796 | $8,286-78.3% | $7,956-77.4% | $6,407-72.0% |
| Admin fee / account holder | $879 | $11,312-92.2% | $11,381-92.3% | $12,270-92.8% |