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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 | $6,562 | $148,582-95.6% | $135,942-95.2% | $139,456-95.3% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 34.27% | 79.26%-45.0pp | 68.28%-34.0pp | 373.45%-339.2pp |
| Employer contribution / active EE | $1,362 | $5,245-74.0% | $4,858-72.0% | $4,753-71.3% |
| Participant deferral / active EE | $2,432 | $8,101-70.0% | $7,759-68.7% | $6,711-63.8% |
| Admin fee / account holder | $1,519 | $12,402-87.8% | $10,764-85.9% | $11,407-86.7% |