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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 | $9,093 | $183,539-95.0% | $155,556-94.2% | $145,897-93.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 9.59% | 61.31%-51.7pp | 64.84%-55.2pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,076 | $5,315-79.8% | $4,675-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,336 | $6,467-79.3% | $5,631-76.3% | $6,689-80.0% |
| Admin fee / account holder | $1,420 | $19,275-92.6% | $15,885-91.1% | $13,390-89.4% |