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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 | $6,223 | $136,860-95.5% | $120,344-94.8% | $154,746-96.0% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.7%+15.6pp | 80.7%+11.6pp |
| Annual return | 26.61% | 21.38%+5.2pp | 20.30%+6.3pp | 172.34%-145.7pp |
| Employer contribution / active EE | $1,332 | $3,533-62.3% | $3,020-55.9% | $4,379-69.6% |
| Participant deferral / active EE | $1,770 | $5,793-69.5% | $5,135-65.5% | $6,730-73.7% |
| Admin fee / account holder | $371 | $15,393-97.6% | $12,742-97.1% | $14,365-97.4% |