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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 | $7,336 | $172,111-95.7% | $150,298-95.1% | $137,256-94.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 14.37% | 69.37%-55.0pp | 62.79%-48.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $914 | $4,636-80.3% | $4,154-78.0% | $4,156-78.0% |
| Participant deferral / active EE | $1,407 | $6,166-77.2% | $5,453-74.2% | $6,407-78.0% |
| Admin fee / account holder | $3,273 | $16,471-80.1% | $14,116-76.8% | $12,270-73.3% |