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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 | $4,383 | $183,592-97.6% | $155,574-97.2% | $145,877-97.0% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 17.24% | 61.37%-44.1pp | 64.87%-47.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,464 | $5,317-72.5% | $4,676-68.7% | $4,663-68.6% |
| Participant deferral / active EE | $1,735 | $6,466-73.2% | $5,629-69.2% | $6,691-74.1% |
| Admin fee / account holder | $1,353 | $19,316-93.0% | $15,914-91.5% | $13,402-89.9% |