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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 | $125,184-94.3% | $105,607-93.2% | $145,884-95.1% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.0pp |
| Annual return | 17.13% | 225.00%-207.9pp | 116.11%-99.0pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,221 | $3,720-67.2% | $3,167-61.4% | $4,662-73.8% |
| Participant deferral / active EE | $1,588 | $5,714-72.2% | $5,011-68.3% | $6,690-76.3% |
| Admin fee / account holder | $2,027 | $17,133-88.2% | $10,958-81.5% | $13,392-84.9% |