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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 | $8,954 | $185,312-95.2% | $161,489-94.5% | $154,746-94.2% |
| Participation rate | 76.2% | 82.5%-6.3pp | 78.7%-2.5pp | 80.7%-4.5pp |
| Annual return | 17.84% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $987 | $4,769-79.3% | $4,268-76.9% | $4,379-77.5% |
| Participant deferral / active EE | $1,333 | $6,350-79.0% | $5,630-76.3% | $6,730-80.2% |
| Admin fee / account holder | $709 | $18,654-96.2% | $16,006-95.6% | $14,365-95.1% |