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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 | $7,411 | $114,119-93.5% | $107,187-93.1% | $138,895-94.7% |
| Participation rate | 73.3% | 78.1%-4.7pp | 75.0%-1.7pp | 79.9%-6.6pp |
| Annual return | 25.84% | 273.21%-247.4pp | 204.55%-178.7pp | 145.39%-119.6pp |
| Employer contribution / active EE | $1,791 | $4,059-55.9% | $3,782-52.6% | $4,194-57.3% |
| Participant deferral / active EE | $1,185 | $5,538-78.6% | $5,096-76.7% | $6,396-81.5% |
| Admin fee / account holder | $545 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |