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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 | $7,339 | $172,111-95.7% | $150,298-95.1% | $137,256-94.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.92% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $2,913 | $4,636-37.2% | $4,154-29.9% | $4,156-29.9% |
| Participant deferral / active EE | $722 | $6,166-88.3% | $5,453-86.8% | $6,407-88.7% |
| Admin fee / account holder | $1,015 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |