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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 | $7,354 | $174,379-95.8% | $152,093-95.2% | $138,895-94.7% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 26.42% | 74.86%-48.4pp | 66.36%-39.9pp | 145.39%-119.0pp |
| Employer contribution / active EE | $1,085 | $4,652-76.7% | $4,175-74.0% | $4,194-74.1% |
| Participant deferral / active EE | $1,366 | $6,159-77.8% | $5,451-74.9% | $6,396-78.6% |
| Admin fee / account holder | $544 | $16,880-96.8% | $14,497-96.3% | $12,562-95.7% |