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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 | $9,701 | $178,174-94.6% | $156,181-93.8% | $137,256-92.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 21.39% | 84.19%-62.8pp | 64.87%-43.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,584 | $4,972-68.1% | $4,294-63.1% | $4,156-61.9% |
| Participant deferral / active EE | $1,724 | $6,888-75.0% | $6,132-71.9% | $6,407-73.1% |
| Admin fee / account holder | $727 | $17,404-95.8% | $14,586-95.0% | $12,270-94.1% |