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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 | $6,367 | $141,004-95.5% | $112,273-94.3% | $139,456-95.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 25.97% | 32.75%-6.8pp | 30.23%-4.3pp | 373.45%-347.5pp |
| Employer contribution / active EE | $845 | $4,285-80.3% | $3,431-75.4% | $4,753-82.2% |
| Participant deferral / active EE | $1,244 | $5,878-78.8% | $4,800-74.1% | $6,711-81.5% |
| Admin fee / account holder | $356 | $9,959-96.4% | $7,752-95.4% | $11,407-96.9% |