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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 | $5,394 | $156,398-96.6% | $147,318-96.3% | $138,895-96.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 15.10% | 78.75%-63.7pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,114 | $4,853-77.0% | $4,593-75.7% | $4,194-73.4% |
| Participant deferral / active EE | $1,814 | $8,237-78.0% | $7,906-77.1% | $6,396-71.6% |
| Admin fee / account holder | $384 | $14,976-97.4% | $13,708-97.2% | $12,562-96.9% |