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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 | $5,011 | $166,268-97.0% | $165,100-97.0% | $145,897-96.6% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.6%-0.4pp | 80.3%-2.0pp |
| Annual return | 12.68% | 100.52%-87.8pp | 70.21%-57.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,640 | $5,284-69.0% | $4,348-62.3% | $4,663-64.8% |
| Participant deferral / active EE | $1,151 | $6,964-83.5% | $6,035-80.9% | $6,689-82.8% |
| Admin fee / account holder | $341 | $16,659-98.0% | $12,696-97.3% | $13,390-97.5% |