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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 | $4,209 | $106,267-96.0% | $96,520-95.6% | $139,456-97.0% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 24.45% | 38.45%-14.0pp | 35.72%-11.3pp | 373.45%-349.0pp |
| Employer contribution / active EE | $835 | $4,105-79.7% | $3,739-77.7% | $4,753-82.4% |
| Participant deferral / active EE | $1,017 | $5,454-81.3% | $4,879-79.1% | $6,711-84.8% |
| Admin fee / account holder | $336 | $7,882-95.7% | $6,733-95.0% | $11,407-97.1% |