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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 | $174,379-95.6% | $152,093-94.9% | $138,895-94.5% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 57.10% | 74.86%-17.8pp | 66.36%-9.3pp | 145.39%-88.3pp |
| Employer contribution / active EE | $6,122 | $4,652+31.6% | $4,175+46.6% | $4,194+46.0% |
| Participant deferral / active EE | $1,388 | $6,159-77.5% | $5,451-74.5% | $6,396-78.3% |
| Admin fee / account holder | $3,885 | $16,880-77.0% | $14,497-73.2% | $12,562-69.1% |