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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 | $14,027 | $148,582-90.6% | $135,942-89.7% | $139,456-89.9% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.38% | 79.26%-56.9pp | 68.28%-45.9pp | 373.45%-351.1pp |
| Employer contribution / active EE | $1,693 | $5,245-67.7% | $4,858-65.1% | $4,753-64.4% |
| Participant deferral / active EE | $1,895 | $8,101-76.6% | $7,759-75.6% | $6,711-71.8% |
| Admin fee / account holder | $718 | $12,402-94.2% | $10,764-93.3% | $11,407-93.7% |