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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 | $5,808 | $157,304-96.3% | $141,197-95.9% | $152,909-96.2% |
| Participation rate | 70.8% | 84.8%-14.0pp | 82.5%-11.6pp | 82.5%-11.6pp |
| Annual return | 17.52% | 64.34%-46.8pp | 71.41%-53.9pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,065 | $5,263-79.8% | $4,736-77.5% | $4,764-77.6% |
| Participant deferral / active EE | $1,071 | $7,111-84.9% | $6,710-84.0% | $5,851-81.7% |
| Admin fee / account holder | $452 | $12,126-96.3% | $10,265-95.6% | $11,601-96.1% |