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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 | $7,484 | $212,386-96.5% | $199,883-96.3% | $138,895-94.6% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 25.40% | 47.75%-22.3pp | 43.81%-18.4pp | 145.39%-120.0pp |
| Employer contribution / active EE | $2,058 | $6,625-68.9% | $6,261-67.1% | $4,194-50.9% |
| Participant deferral / active EE | $2,691 | $9,617-72.0% | $9,138-70.5% | $6,396-57.9% |
| Admin fee / account holder | $744 | $18,233-95.9% | $17,268-95.7% | $12,562-94.1% |