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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 | $3,451 | $183,592-98.1% | $155,574-97.8% | $145,877-97.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 20.56% | 61.37%-40.8pp | 64.87%-44.3pp | 551.28%-530.7pp |
| Employer contribution / active EE | $1,286 | $5,317-75.8% | $4,676-72.5% | $4,663-72.4% |
| Participant deferral / active EE | $1,696 | $6,466-73.8% | $5,629-69.9% | $6,691-74.7% |
| Admin fee / account holder | $402 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |