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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 | $7,347 | $148,623-95.1% | $135,974-94.6% | $139,466-94.7% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.8pp |
| Annual return | 15.33% | 79.30%-64.0pp | 68.30%-53.0pp | 373.66%-358.3pp |
| Employer contribution / active EE | $1,013 | $5,246-80.7% | $4,859-79.1% | $4,754-78.7% |
| Participant deferral / active EE | $2,027 | $8,103-75.0% | $7,760-73.9% | $6,712-69.8% |
| Admin fee / account holder | $1,770 | $12,406-85.7% | $10,767-83.6% | $11,409-84.5% |