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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 | $7,537 | $156,398-95.2% | $147,318-94.9% | $138,895-94.6% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 25.28% | 78.75%-53.5pp | 70.43%-45.1pp | 145.39%-120.1pp |
| Employer contribution / active EE | $1,131 | $4,853-76.7% | $4,593-75.4% | $4,194-73.0% |
| Participant deferral / active EE | $2,171 | $8,237-73.6% | $7,906-72.5% | $6,396-66.1% |
| Admin fee / account holder | $856 | $14,976-94.3% | $13,708-93.8% | $12,562-93.2% |