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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 | $3,675 | $148,582-97.5% | $135,942-97.3% | $139,456-97.4% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 28.17% | 79.26%-51.1pp | 68.28%-40.1pp | 373.45%-345.3pp |
| Employer contribution / active EE | $1,125 | $5,245-78.5% | $4,858-76.8% | $4,753-76.3% |
| Participant deferral / active EE | $1,178 | $8,101-85.5% | $7,759-84.8% | $6,711-82.5% |
| Admin fee / account holder | $795 | $12,402-93.6% | $10,764-92.6% | $11,407-93.0% |