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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 | $3,666 | $167,522-97.8% | $151,639-97.6% | $134,532-97.3% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.5%-8.9pp | 81.2%-2.7pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $4,433 | $6,828-35.1% | $6,165-28.1% | $4,741-6.5% |
| Participant deferral / active EE | $201 | $8,986-97.8% | $8,363-97.6% | $6,401-96.9% |
| Admin fee / account holder | $984 | $13,780-92.9% | $11,613-91.5% | $11,429-91.4% |