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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 | $3,753 | $148,623-97.5% | $135,974-97.2% | $139,466-97.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 25.14% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,396 | $5,246-73.4% | $4,859-71.3% | $4,754-70.6% |
| Participant deferral / active EE | $1,488 | $8,103-81.6% | $7,760-80.8% | $6,712-77.8% |
| Admin fee / account holder | $941 | $12,406-92.4% | $10,767-91.3% | $11,409-91.8% |