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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 | $8,302 | $129,737-93.6% | $119,126-93.0% | $154,746-94.6% |
| Participation rate | 94.7% | 78.9%+15.9pp | 75.8%+19.0pp | 80.7%+14.0pp |
| Annual return | 31.39% | 379.08%-347.7pp | 282.11%-250.7pp | 172.34%-140.9pp |
| Employer contribution / active EE | $1,151 | $4,375-73.7% | $4,034-71.5% | $4,379-73.7% |
| Participant deferral / active EE | $1,829 | $5,842-68.7% | $5,318-65.6% | $6,730-72.8% |
| Admin fee / account holder | $961 | $11,961-92.0% | $10,693-91.0% | $14,365-93.3% |