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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 | $7,163 | $125,190-94.3% | $105,624-93.2% | $145,897-95.1% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 17.13% | 225.22%-208.1pp | 116.20%-99.1pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,221 | $3,720-67.2% | $3,168-61.4% | $4,663-73.8% |
| Participant deferral / active EE | $1,588 | $5,716-72.2% | $5,013-68.3% | $6,689-76.3% |
| Admin fee / account holder | $2,027 | $17,138-88.2% | $10,961-81.5% | $13,390-84.9% |