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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 | $3,820 | $111,814-96.6% | $103,378-96.3% | $145,978-97.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 18.66% | 24.80%-6.1pp | 24.91%-6.3pp | 550.52%-531.9pp |
| Employer contribution / active EE | $1,037 | $4,215-75.4% | $3,870-73.2% | $4,662-77.8% |
| Participant deferral / active EE | $1,399 | $5,618-75.1% | $5,058-72.3% | $6,690-79.1% |
| Admin fee / account holder | $1,276 | $9,764-86.9% | $8,401-84.8% | $13,400-90.5% |