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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 | $7,865 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 24.40% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $1,312 | $4,804-72.7% | $4,554-71.2% | $4,156-68.4% |
| Participant deferral / active EE | $1,582 | $8,216-80.8% | $7,897-80.0% | $6,407-75.3% |
| Admin fee / account holder | $364 | $14,344-97.5% | $13,129-97.2% | $12,270-97.0% |