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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 | $5,456 | $110,212-95.0% | $96,534-94.3% | $139,466-96.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 20.41% | 26.42%-6.0pp | 25.88%-5.5pp | 373.66%-353.3pp |
| Employer contribution / active EE | $1,054 | $3,620-70.9% | $2,965-64.5% | $4,754-77.8% |
| Participant deferral / active EE | $1,404 | $5,547-74.7% | $4,851-71.1% | $6,712-79.1% |
| Admin fee / account holder | $1,829 | $11,599-84.2% | $8,253-77.8% | $11,409-84.0% |