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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 | $4,529 | $139,948-96.8% | $121,663-96.3% | $154,746-97.1% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.5%+7.3pp | 80.7%+1.1pp |
| Annual return | 21.58% | 230.52%-208.9pp | 147.54%-126.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $728 | $3,521-79.3% | $3,020-75.9% | $4,379-83.4% |
| Participant deferral / active EE | $874 | $5,629-84.5% | $4,887-82.1% | $6,730-87.0% |
| Admin fee / account holder | $422 | $17,321-97.6% | $14,289-97.0% | $14,365-97.1% |