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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 | $7,485 | $183,592-95.9% | $155,574-95.2% | $145,877-94.9% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 14.18% | 61.37%-47.2pp | 64.87%-50.7pp | 551.28%-537.1pp |
| Employer contribution / active EE | $1,038 | $5,317-80.5% | $4,676-77.8% | $4,663-77.7% |
| Participant deferral / active EE | $1,143 | $6,466-82.3% | $5,629-79.7% | $6,691-82.9% |
| Admin fee / account holder | $840 | $19,316-95.7% | $15,914-94.7% | $13,402-93.7% |