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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 | $6,520 | $129,737-95.0% | $119,126-94.5% | $154,746-95.8% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 29.58% | 379.08%-349.5pp | 282.11%-252.5pp | 172.34%-142.8pp |
| Employer contribution / active EE | $1,276 | $4,375-70.8% | $4,034-68.4% | $4,379-70.9% |
| Participant deferral / active EE | $1,276 | $5,842-78.2% | $5,318-76.0% | $6,730-81.0% |
| Admin fee / account holder | $660 | $11,961-94.5% | $10,693-93.8% | $14,365-95.4% |