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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 | $6,631 | $183,592-96.4% | $155,567-95.7% | $145,959-95.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 14.12% | 61.24%-47.1pp | 64.74%-50.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,271 | $5,315-76.1% | $4,674-72.8% | $4,661-72.7% |
| Participant deferral / active EE | $1,438 | $6,464-77.7% | $5,628-74.4% | $6,689-78.5% |
| Admin fee / account holder | $572 | $19,318-97.0% | $15,916-96.4% | $13,398-95.7% |