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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 | $124,425-95.0% | $112,040-94.4% | $137,256-95.5% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 26.61% | 24.72%+1.9pp | 24.52%+2.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,332 | $3,411-61.0% | $2,954-54.9% | $4,156-68.0% |
| Participant deferral / active EE | $1,770 | $5,718-69.1% | $5,098-65.3% | $6,407-72.4% |
| Admin fee / account holder | $371 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |