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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 | $5,769 | $156,398-96.3% | $147,318-96.1% | $138,895-95.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 25.51% | 78.75%-53.2pp | 70.43%-44.9pp | 145.39%-119.9pp |
| Employer contribution / active EE | $924 | $4,853-81.0% | $4,593-79.9% | $4,194-78.0% |
| Participant deferral / active EE | $1,417 | $8,237-82.8% | $7,906-82.1% | $6,396-77.9% |
| Admin fee / account holder | $356 | $14,976-97.6% | $13,708-97.4% | $12,562-97.2% |