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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 | $9,529 | $154,228-93.8% | $145,433-93.4% | $137,256-93.1% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 26.87% | 74.59%-47.7pp | 66.58%-39.7pp | 220.34%-193.5pp |
| Employer contribution / active EE | $1,716 | $4,804-64.3% | $4,554-62.3% | $4,156-58.7% |
| Participant deferral / active EE | $2,388 | $8,216-70.9% | $7,897-69.8% | $6,407-62.7% |
| Admin fee / account holder | $386 | $14,344-97.3% | $13,129-97.1% | $12,270-96.9% |