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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 | $8,645 | $125,237-93.1% | $105,608-91.8% | $145,877-94.1% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.96% | 225.76%-210.8pp | 116.50%-101.5pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,201 | $3,720-67.7% | $3,167-62.1% | $4,663-74.2% |
| Participant deferral / active EE | $1,010 | $5,711-82.3% | $5,010-79.8% | $6,691-84.9% |
| Admin fee / account holder | $1,038 | $17,287-94.0% | $11,028-90.6% | $13,402-92.3% |