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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 | $6,525 | $156,398-95.8% | $147,318-95.6% | $138,895-95.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 17.39% | 78.75%-61.4pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $985 | $4,853-79.7% | $4,593-78.5% | $4,194-76.5% |
| Participant deferral / active EE | $1,950 | $8,237-76.3% | $7,906-75.3% | $6,396-69.5% |
| Admin fee / account holder | $950 | $14,976-93.7% | $13,708-93.1% | $12,562-92.4% |