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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 | $167,415-96.3% | $140,514-95.6% | $198,609-96.9% |
| Participation rate | 92.3% | 80.9%+11.4pp | 77.8%+14.5pp | 82.4%+9.9pp |
| Annual return | 26.61% | 13.85%+12.8pp | 14.36%+12.3pp | 202.70%-176.1pp |
| Employer contribution / active EE | $1,332 | $4,088-67.4% | $3,378-60.6% | $5,055-73.7% |
| Participant deferral / active EE | $1,770 | $5,579-68.3% | $4,919-64.0% | $6,977-74.6% |
| Admin fee / account holder | $371 | $16,730-97.8% | $13,697-97.3% | $19,030-98.0% |