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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 | $174,379-95.2% | $152,093-94.5% | $138,895-94.0% |
| Participation rate | 73.3% | 81.6%-8.3pp | 77.8%-4.4pp | 79.9%-6.6pp |
| Annual return | 21.30% | 74.86%-53.6pp | 66.36%-45.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $975 | $4,652-79.0% | $4,175-76.7% | $4,194-76.8% |
| Participant deferral / active EE | $1,316 | $6,159-78.6% | $5,451-75.9% | $6,396-79.4% |
| Admin fee / account holder | $1,213 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |