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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 | $3,337 | $125,778-97.3% | $114,563-97.1% | $154,746-97.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.9%+10.4pp | 80.7%+2.6pp |
| Annual return | 19.70% | 295.14%-275.4pp | 241.09%-221.4pp | 172.34%-152.6pp |
| Employer contribution / active EE | $527 | $2,806-81.2% | $2,592-79.7% | $4,379-88.0% |
| Participant deferral / active EE | $566 | $4,445-87.3% | $4,142-86.3% | $6,730-91.6% |
| Admin fee / account holder | $866 | $8,190-89.4% | $7,623-88.6% | $14,365-94.0% |