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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 | $6,861 | $172,111-96.0% | $150,298-95.4% | $137,256-95.0% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 24.83% | 69.37%-44.5pp | 62.79%-38.0pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,035 | $4,636-77.7% | $4,154-75.1% | $4,156-75.1% |
| Participant deferral / active EE | $1,559 | $6,166-74.7% | $5,453-71.4% | $6,407-75.7% |
| Admin fee / account holder | $334 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |