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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 | $8,341 | $172,111-95.2% | $150,298-94.5% | $137,256-93.9% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 21.30% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $975 | $4,636-79.0% | $4,154-76.5% | $4,156-76.5% |
| Participant deferral / active EE | $1,316 | $6,166-78.7% | $5,453-75.9% | $6,407-79.5% |
| Admin fee / account holder | $1,213 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |