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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 | $6,668 | $156,398-95.7% | $147,318-95.5% | $138,895-95.2% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 79.9%+5.1pp |
| Annual return | 22.49% | 78.75%-56.3pp | 70.43%-47.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $1,006 | $4,853-79.3% | $4,593-78.1% | $4,194-76.0% |
| Participant deferral / active EE | $1,793 | $8,237-78.2% | $7,906-77.3% | $6,396-72.0% |
| Admin fee / account holder | $867 | $14,976-94.2% | $13,708-93.7% | $12,562-93.1% |