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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 | $7,848 | $209,425-96.3% | $178,499-95.6% | $158,966-95.1% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 25.12% | 188.80%-163.7pp | 151.10%-126.0pp | 302.95%-277.8pp |
| Employer contribution / active EE | $1,384 | $5,707-75.7% | $5,011-72.4% | $4,762-70.9% |
| Participant deferral / active EE | $1,313 | $5,955-77.9% | $5,202-74.8% | $5,983-78.1% |
| Admin fee / account holder | $723 | $17,078-95.8% | $13,986-94.8% | $11,250-93.6% |