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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 | $8,633 | $185,856-95.4% | $170,028-94.9% | $139,456-93.8% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 25.37% | 60.52%-35.2pp | 53.39%-28.0pp | 373.45%-348.1pp |
| Employer contribution / active EE | $7,907 | $7,593+4.1% | $6,788+16.5% | $4,753+66.4% |
| Participant deferral / active EE | $381 | $11,623-96.7% | $10,409-96.3% | $6,711-94.3% |
| Admin fee / account holder | $589 | $15,387-96.2% | $12,820-95.4% | $11,407-94.8% |