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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 | $7,521 | $217,432-96.5% | $185,851-96.0% | $167,553-95.5% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 25.05% | 148.43%-123.4pp | 122.11%-97.1pp | 478.89%-453.8pp |
| Employer contribution / active EE | $7,228 | $5,874+23.0% | $5,168+39.9% | $4,840+49.4% |
| Participant deferral / active EE | $1,574 | $6,357-75.2% | $5,569-71.7% | $6,343-75.2% |
| Admin fee / account holder | $666 | $19,820-96.6% | $16,245-95.9% | $12,316-94.6% |