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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 | $1,855 | $72,071-97.4% | $68,368-97.3% | $137,256-98.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 17.49% | 353.14%-335.7pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $377 | $2,788-86.5% | $2,649-85.8% | $4,156-90.9% |
| Participant deferral / active EE | $449 | $4,410-89.8% | $4,123-89.1% | $6,407-93.0% |
| Admin fee / account holder | $366 | $5,336-93.1% | $5,150-92.9% | $12,270-97.0% |