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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 | $7,098 | $148,629-95.2% | $135,982-94.8% | $139,487-94.9% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 19.53% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $1,394 | $5,247-73.4% | $4,859-71.3% | $4,755-70.7% |
| Participant deferral / active EE | $2,013 | $8,102-75.2% | $7,760-74.1% | $6,713-70.0% |
| Admin fee / account holder | $1,499 | $12,406-87.9% | $10,767-86.1% | $11,407-86.9% |