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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 | $9,248 | $117,895-92.2% | $102,460-91.0% | $145,897-93.7% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 26.10% | 31.92%-5.8pp | 29.47%-3.4pp | 552.29%-526.2pp |
| Employer contribution / active EE | $870 | $3,619-76.0% | $3,025-71.2% | $4,663-81.3% |
| Participant deferral / active EE | $1,688 | $5,736-70.6% | $5,056-66.6% | $6,689-74.8% |
| Admin fee / account holder | $989 | $13,353-92.6% | $9,460-89.5% | $13,390-92.6% |