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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 | $7,363 | $183,539-96.0% | $155,556-95.3% | $145,897-95.0% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 16.78% | 61.31%-44.5pp | 64.84%-48.1pp | 552.29%-535.5pp |
| Employer contribution / active EE | $1,155 | $5,315-78.3% | $4,675-75.3% | $4,663-75.2% |
| Participant deferral / active EE | $1,784 | $6,467-72.4% | $5,631-68.3% | $6,689-73.3% |
| Admin fee / account holder | $1,700 | $19,275-91.2% | $15,885-89.3% | $13,390-87.3% |