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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 | $7,163 | $208,088-96.6% | $186,193-96.2% | $154,746-95.4% |
| Participation rate | 93.3% | 80.0%+13.3pp | 77.1%+16.2pp | 80.7%+12.6pp |
| Annual return | 16.46% | 89.97%-73.5pp | 78.03%-61.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $744 | $4,340-82.9% | $3,918-81.0% | $4,379-83.0% |
| Participant deferral / active EE | $1,160 | $7,078-83.6% | $6,513-82.2% | $6,730-82.8% |
| Admin fee / account holder | $1,199 | $11,698-89.7% | $11,058-89.2% | $14,365-91.7% |