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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 | $5,097 | $165,584-96.9% | $142,942-96.4% | $137,256-96.3% |
| Participation rate | 93.3% | 80.1%+13.3pp | 76.8%+16.5pp | 80.0%+13.4pp |
| Annual return | 22.02% | 164.22%-142.2pp | 113.70%-91.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,368 | $4,725-71.0% | $4,139-66.9% | $4,156-67.1% |
| Participant deferral / active EE | $1,889 | $8,194-76.9% | $7,128-73.5% | $6,407-70.5% |
| Admin fee / account holder | $1,067 | $16,167-93.4% | $12,475-91.4% | $12,270-91.3% |