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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 | $102,609-94.2% | $98,090-94.0% | $138,895-95.7% |
| Participation rate | 72.7% | 82.8%-10.1pp | 81.5%-8.8pp | 79.9%-7.2pp |
| Annual return | 19.41% | 36.44%-17.0pp | 37.05%-17.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,295 | $3,867-66.5% | $3,606-64.1% | $4,194-69.1% |
| Participant deferral / active EE | $1,796 | $8,167-78.0% | $7,845-77.1% | $6,396-71.9% |
| Admin fee / account holder | $879 | $11,434-92.3% | $11,815-92.6% | $12,562-93.0% |