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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 | $5,561 | $174,379-96.8% | $152,093-96.3% | $138,895-96.0% |
| Participation rate | 95.0% | 81.6%+13.4pp | 77.8%+17.2pp | 79.9%+15.1pp |
| Annual return | 23.04% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,182 | $4,652-74.6% | $4,175-71.7% | $4,194-71.8% |
| Participant deferral / active EE | $1,572 | $6,159-74.5% | $5,451-71.2% | $6,396-75.4% |
| Admin fee / account holder | $1,053 | $16,880-93.8% | $14,497-92.7% | $12,562-91.6% |