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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 | $184,014-94.7% | $161,149-94.0% | $138,895-93.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 21.39% | 21.52%-0.1pp | 21.16%+0.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,584 | $5,055-68.7% | $4,360-63.7% | $4,194-62.2% |
| Participant deferral / active EE | $1,724 | $6,909-75.0% | $6,153-72.0% | $6,396-73.0% |
| Admin fee / account holder | $727 | $18,027-96.0% | $15,194-95.2% | $12,562-94.2% |