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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 | $8,961 | $135,956-93.4% | $123,894-92.8% | $273,972-96.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 35.27% | 56.63%-21.4pp | 47.52%-12.2pp | 41.46%-6.2pp |
| Employer contribution / active EE | $7,291 | $5,170+41.0% | $4,617+57.9% | $4,869+49.8% |
| Participant deferral / active EE | $1,502 | $6,343-76.3% | $5,984-74.9% | $5,287-71.6% |
| Admin fee / account holder | $821 | $9,817-91.6% | $8,357-90.2% | $10,133-91.9% |