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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 | $8,831 | $157,829-94.4% | $136,867-93.5% | $198,609-95.6% |
| Participation rate | 72.2% | 77.2%-5.0pp | 74.5%-2.3pp | 82.4%-10.2pp |
| Annual return | 8.82% | 51.25%-42.4pp | 42.97%-34.2pp | 202.70%-193.9pp |
| Employer contribution / active EE | $972 | $3,923-75.2% | $3,547-72.6% | $5,055-80.8% |
| Participant deferral / active EE | $1,765 | $5,463-67.7% | $4,924-64.2% | $6,977-74.7% |
| Admin fee / account holder | $1,900 | $11,107-82.9% | $10,340-81.6% | $19,030-90.0% |