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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 | $8,929 | $80,763-88.9% | $102,412-91.3% | $74,459-88.0% |
| Participation rate | 70.9% | 65.7%+5.3pp | 74.5%-3.6pp | 67.2%+3.7pp |
| Annual return | 14.49% | 27.57%-13.1pp | 24.94%-10.4pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,391 | $3,160-56.0% | $3,870-64.1% | $2,626-47.0% |
| Participant deferral / active EE | $1,659 | $3,862-57.0% | $5,060-67.2% | $4,350-61.9% |
| Admin fee / account holder | $556 | $2,371-76.5% | $8,388-93.4% | $1,945-71.4% |