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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 | $7,805 | $154,228-94.9% | $145,433-94.6% | $137,256-94.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.44% | 74.59%-56.1pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,132 | $4,804-76.4% | $4,554-75.2% | $4,156-72.8% |
| Participant deferral / active EE | $1,185 | $8,216-85.6% | $7,897-85.0% | $6,407-81.5% |
| Admin fee / account holder | $1,003 | $14,344-93.0% | $13,129-92.4% | $12,270-91.8% |