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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 | $5,032 | $172,111-97.1% | $150,298-96.7% | $137,256-96.3% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 24.08% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,028 | $4,636-77.8% | $4,154-75.2% | $4,156-75.3% |
| Participant deferral / active EE | $1,511 | $6,166-75.5% | $5,453-72.3% | $6,407-76.4% |
| Admin fee / account holder | $416 | $16,471-97.5% | $14,116-97.1% | $12,270-96.6% |