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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 | $8,306 | $172,111-95.2% | $150,298-94.5% | $137,256-93.9% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 26.67% | 69.37%-42.7pp | 62.79%-36.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $1,084 | $4,636-76.6% | $4,154-73.9% | $4,156-73.9% |
| Participant deferral / active EE | $1,204 | $6,166-80.5% | $5,453-77.9% | $6,407-81.2% |
| Admin fee / account holder | $441 | $16,471-97.3% | $14,116-96.9% | $12,270-96.4% |