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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 | $7,963 | $154,193-94.8% | $130,045-93.9% | $139,466-94.3% |
| Participation rate | 78.3% | 82.0%-3.7pp | 78.5%-0.2pp | 80.3%-2.1pp |
| Annual return | 23.44% | 32.51%-9.1pp | -137.30%+160.7pp | 373.66%-350.2pp |
| Employer contribution / active EE | $1,351 | $5,292-74.5% | $4,321-68.7% | $4,754-71.6% |
| Participant deferral / active EE | $1,520 | $6,709-77.3% | $5,820-73.9% | $6,712-77.4% |
| Admin fee / account holder | $342 | $13,989-97.6% | $10,600-96.8% | $11,409-97.0% |