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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 | $7,362 | $166,131-95.6% | $164,975-95.5% | $145,877-95.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 9.16% | 100.37%-91.2pp | 70.12%-61.0pp | 551.28%-542.1pp |
| Employer contribution / active EE | $1,315 | $5,276-75.1% | $4,343-69.7% | $4,663-71.8% |
| Participant deferral / active EE | $1,997 | $6,962-71.3% | $6,033-66.9% | $6,691-70.1% |
| Admin fee / account holder | $911 | $16,648-94.5% | $12,688-92.8% | $13,402-93.2% |