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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 | $8,681 | $165,399-94.8% | $149,745-94.2% | $158,982-94.5% |
| Participation rate | 85.0% | 84.6%+0.4pp | 82.5%+2.5pp | 82.0%+3.0pp |
| Annual return | 18.00% | 348.34%-330.3pp | 276.72%-258.7pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,358 | $5,105-73.4% | $4,646-70.8% | $4,763-71.5% |
| Participant deferral / active EE | $1,717 | $7,183-76.1% | $6,843-74.9% | $5,983-71.3% |
| Admin fee / account holder | $971 | $10,811-91.0% | $9,312-89.6% | $11,252-91.4% |