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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 | $8,692 | $183,592-95.3% | $155,574-94.4% | $145,877-94.0% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 8.86% | 61.37%-52.5pp | 64.87%-56.0pp | 551.28%-542.4pp |
| Employer contribution / active EE | $1,132 | $5,317-78.7% | $4,676-75.8% | $4,663-75.7% |
| Participant deferral / active EE | $1,604 | $6,466-75.2% | $5,629-71.5% | $6,691-76.0% |
| Admin fee / account holder | $337 | $19,316-98.3% | $15,914-97.9% | $13,402-97.5% |