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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 | $8,837 | $148,582-94.1% | $135,942-93.5% | $139,456-93.7% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 23.83% | 79.26%-55.4pp | 68.28%-44.4pp | 373.45%-349.6pp |
| Employer contribution / active EE | $2,109 | $5,245-59.8% | $4,858-56.6% | $4,753-55.6% |
| Participant deferral / active EE | $2,164 | $8,101-73.3% | $7,759-72.1% | $6,711-67.8% |
| Admin fee / account holder | $971 | $12,402-92.2% | $10,764-91.0% | $11,407-91.5% |