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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 | $5,243 | $162,136-96.8% | $152,301-96.6% | $154,746-96.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 33.93% | 91.02%-57.1pp | 80.50%-46.6pp | 172.34%-138.4pp |
| Employer contribution / active EE | $1,406 | $4,890-71.2% | $4,624-69.6% | $4,379-67.9% |
| Participant deferral / active EE | $2,164 | $8,341-74.1% | $8,004-73.0% | $6,730-67.8% |
| Admin fee / account holder | $517 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |