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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 | $5,847 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 28.53% | 69.37%-40.8pp | 62.79%-34.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $1,274 | $4,636-72.5% | $4,154-69.3% | $4,156-69.3% |
| Participant deferral / active EE | $1,349 | $6,166-78.1% | $5,453-75.3% | $6,407-78.9% |
| Admin fee / account holder | $517 | $16,471-96.9% | $14,116-96.3% | $12,270-95.8% |