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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 | $125,184-93.1% | $105,607-91.8% | $145,884-94.1% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 14.96% | 225.00%-210.0pp | 116.11%-101.1pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,201 | $3,720-67.7% | $3,167-62.1% | $4,662-74.2% |
| Participant deferral / active EE | $1,010 | $5,714-82.3% | $5,011-79.9% | $6,690-84.9% |
| Admin fee / account holder | $1,038 | $17,133-93.9% | $10,958-90.5% | $13,392-92.2% |