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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 | $9,773 | $185,883-94.7% | $170,043-94.3% | $139,466-93.0% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 26.91% | 60.54%-33.6pp | 53.40%-26.5pp | 373.66%-346.8pp |
| Employer contribution / active EE | $1,495 | $7,596-80.3% | $6,790-78.0% | $4,754-68.6% |
| Participant deferral / active EE | $2,667 | $11,626-77.1% | $10,410-74.4% | $6,712-60.3% |
| Admin fee / account holder | $430 | $15,393-97.2% | $12,824-96.6% | $11,409-96.2% |