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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 | $7,350 | $172,111-95.7% | $150,298-95.1% | $137,256-94.6% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 22.86% | 69.37%-46.5pp | 62.79%-39.9pp | 220.34%-197.5pp |
| Employer contribution / active EE | $933 | $4,636-79.9% | $4,154-77.5% | $4,156-77.6% |
| Participant deferral / active EE | $1,492 | $6,166-75.8% | $5,453-72.6% | $6,407-76.7% |
| Admin fee / account holder | $764 | $16,471-95.4% | $14,116-94.6% | $12,270-93.8% |