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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 | $9,515 | $154,228-93.8% | $145,433-93.5% | $137,256-93.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.03% | 74.59%-57.6pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,392 | $4,804-71.0% | $4,554-69.4% | $4,156-66.5% |
| Participant deferral / active EE | $2,203 | $8,216-73.2% | $7,897-72.1% | $6,407-65.6% |
| Admin fee / account holder | $3,362 | $14,344-76.6% | $13,129-74.4% | $12,270-72.6% |