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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 | $174,379-95.2% | $152,093-94.5% | $138,895-94.0% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 26.67% | 74.86%-48.2pp | 66.36%-39.7pp | 145.39%-118.7pp |
| Employer contribution / active EE | $1,084 | $4,652-76.7% | $4,175-74.0% | $4,194-74.2% |
| Participant deferral / active EE | $1,204 | $6,159-80.5% | $5,451-77.9% | $6,396-81.2% |
| Admin fee / account holder | $441 | $16,880-97.4% | $14,497-97.0% | $12,562-96.5% |