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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 | $8,676 | $154,228-94.4% | $145,433-94.0% | $137,256-93.7% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 23.80% | 74.59%-50.8pp | 66.58%-42.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,281 | $4,804-73.3% | $4,554-71.9% | $4,156-69.2% |
| Participant deferral / active EE | $2,356 | $8,216-71.3% | $7,897-70.2% | $6,407-63.2% |
| Admin fee / account holder | $507 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |