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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 | $162,136-94.1% | $152,301-93.7% | $154,746-93.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 26.87% | 91.02%-64.1pp | 80.50%-53.6pp | 172.34%-145.5pp |
| Employer contribution / active EE | $1,716 | $4,890-64.9% | $4,624-62.9% | $4,379-60.8% |
| Participant deferral / active EE | $2,388 | $8,341-71.4% | $8,004-70.2% | $6,730-64.5% |
| Admin fee / account holder | $386 | $15,759-97.6% | $14,398-97.3% | $14,365-97.3% |