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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 | $9,142 | $209,336-95.6% | $197,124-95.4% | $137,256-93.3% |
| Participation rate | 94.1% | 87.3%+6.8pp | 86.7%+7.4pp | 80.0%+14.2pp |
| Annual return | 47.91% | 48.09%-0.2pp | 44.34%+3.6pp | 220.34%-172.4pp |
| Employer contribution / active EE | $7,162 | $6,591+8.7% | $6,227+15.0% | $4,156+72.3% |
| Participant deferral / active EE | $773 | $9,614-92.0% | $9,135-91.5% | $6,407-87.9% |
| Admin fee / account holder | $433 | $17,308-97.5% | $16,298-97.3% | $12,270-96.5% |