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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 | $7,536 | $160,040-95.3% | $147,096-94.9% | $145,877-94.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.16% | 98.49%-82.3pp | 419.75%-403.6pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,237 | $5,289-76.6% | $4,936-74.9% | $4,663-73.5% |
| Participant deferral / active EE | $2,320 | $8,429-72.5% | $8,071-71.3% | $6,691-65.3% |
| Admin fee / account holder | $447 | $15,050-97.0% | $13,005-96.6% | $13,402-96.7% |