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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 | $172,111-94.8% | $150,298-94.0% | $137,256-93.5% |
| Participation rate | 76.2% | 81.7%-5.5pp | 77.8%-1.6pp | 80.0%-3.8pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $987 | $4,636-78.7% | $4,154-76.2% | $4,156-76.2% |
| Participant deferral / active EE | $1,333 | $6,166-78.4% | $5,453-75.5% | $6,407-79.2% |
| Admin fee / account holder | $709 | $16,471-95.7% | $14,116-95.0% | $12,270-94.2% |