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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 | $9,567 | $156,398-93.9% | $147,318-93.5% | $138,895-93.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 25.80% | 78.75%-53.0pp | 70.43%-44.6pp | 145.39%-119.6pp |
| Employer contribution / active EE | $1,503 | $4,853-69.0% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $2,012 | $8,237-75.6% | $7,906-74.6% | $6,396-68.6% |
| Admin fee / account holder | $542 | $14,976-96.4% | $13,708-96.0% | $12,562-95.7% |