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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 | $7,116 | $165,399-95.7% | $149,745-95.2% | $158,982-95.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 27.88% | 348.34%-320.5pp | 276.72%-248.8pp | 302.99%-275.1pp |
| Employer contribution / active EE | $1,610 | $5,105-68.5% | $4,646-65.3% | $4,763-66.2% |
| Participant deferral / active EE | $2,194 | $7,183-69.5% | $6,843-67.9% | $5,983-63.3% |
| Admin fee / account holder | $3,117 | $10,811-71.2% | $9,312-66.5% | $11,252-72.3% |