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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 | $102,938-96.8% | $94,105-96.5% | $138,895-97.6% |
| Participation rate | 83.3% | 74.6%+8.7pp | 71.9%+11.4pp | 79.9%+3.4pp |
| Annual return | 19.70% | 250.28%-230.6pp | 204.55%-184.9pp | 145.39%-125.7pp |
| Employer contribution / active EE | $527 | $2,732-80.7% | $2,504-79.0% | $4,194-87.4% |
| Participant deferral / active EE | $566 | $4,196-86.5% | $3,881-85.4% | $6,396-91.2% |
| Admin fee / account holder | $866 | $6,600-86.9% | $6,199-86.0% | $12,562-93.1% |