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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 | $223,823-95.9% | $211,142-95.7% | $154,746-94.1% |
| Participation rate | 94.1% | 87.9%+6.3pp | 87.3%+6.8pp | 80.7%+13.4pp |
| Annual return | 47.91% | 50.39%-2.5pp | 46.84%+1.1pp | 172.34%-124.4pp |
| Employer contribution / active EE | $7,162 | $6,787+5.5% | $6,442+11.2% | $4,379+63.6% |
| Participant deferral / active EE | $773 | $9,750-92.1% | $9,284-91.7% | $6,730-88.5% |
| Admin fee / account holder | $433 | $19,707-97.8% | $19,076-97.7% | $14,365-97.0% |