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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 | $3,846 | $154,228-97.5% | $145,433-97.4% | $137,256-97.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.37% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,083 | $4,804-77.5% | $4,554-76.2% | $4,156-73.9% |
| Participant deferral / active EE | $2,117 | $8,216-74.2% | $7,897-73.2% | $6,407-67.0% |
| Admin fee / account holder | $1,212 | $14,344-91.5% | $13,129-90.8% | $12,270-90.1% |