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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 | $5,911 | $174,379-96.6% | $152,093-96.1% | $138,895-95.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 20.83% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,553 | $4,652-66.6% | $4,175-62.8% | $4,194-63.0% |
| Participant deferral / active EE | $1,642 | $6,159-73.3% | $5,451-69.9% | $6,396-74.3% |
| Admin fee / account holder | $1,554 | $16,880-90.8% | $14,497-89.3% | $12,562-87.6% |