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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 | $7,700 | $172,111-95.5% | $150,298-94.9% | $137,256-94.4% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 57.10% | 69.37%-12.3pp | 62.79%-5.7pp | 220.34%-163.2pp |
| Employer contribution / active EE | $6,122 | $4,636+32.0% | $4,154+47.4% | $4,156+47.3% |
| Participant deferral / active EE | $1,388 | $6,166-77.5% | $5,453-74.5% | $6,407-78.3% |
| Admin fee / account holder | $3,885 | $16,471-76.4% | $14,116-72.5% | $12,270-68.3% |