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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 | $9,805 | $162,136-94.0% | $152,301-93.6% | $154,746-93.7% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 24.03% | 91.02%-67.0pp | 80.50%-56.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,497 | $4,890-69.4% | $4,624-67.6% | $4,379-65.8% |
| Participant deferral / active EE | $1,864 | $8,341-77.7% | $8,004-76.7% | $6,730-72.3% |
| Admin fee / account holder | $813 | $15,759-94.8% | $14,398-94.4% | $14,365-94.3% |