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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 | $6,455 | $154,228-95.8% | $145,433-95.6% | $137,256-95.3% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 16.39% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,652 | $4,804-65.6% | $4,554-63.7% | $4,156-60.2% |
| Participant deferral / active EE | $1,075 | $8,216-86.9% | $7,897-86.4% | $6,407-83.2% |
| Admin fee / account holder | $1,391 | $14,344-90.3% | $13,129-89.4% | $12,270-88.7% |