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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 | $5,474 | $117,846-95.4% | $102,434-94.7% | $145,884-96.2% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 12.56% | 31.90%-19.3pp | 29.46%-16.9pp | 551.85%-539.3pp |
| Employer contribution / active EE | $985 | $3,615-72.8% | $3,023-67.4% | $4,662-78.9% |
| Participant deferral / active EE | $1,761 | $5,733-69.3% | $5,055-65.2% | $6,690-73.7% |
| Admin fee / account holder | $942 | $13,356-92.9% | $9,462-90.0% | $13,392-93.0% |