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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 | $6,078 | $124,425-95.1% | $112,040-94.6% | $137,256-95.6% |
| Participation rate | 94.1% | 79.3%+14.8pp | 76.5%+17.6pp | 80.0%+14.2pp |
| Annual return | 21.37% | 24.72%-3.3pp | 24.52%-3.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $1,689 | $3,411-50.5% | $2,954-42.8% | $4,156-59.4% |
| Participant deferral / active EE | $1,730 | $5,718-69.8% | $5,098-66.1% | $6,407-73.0% |
| Admin fee / account holder | $732 | $15,207-95.2% | $12,098-94.0% | $12,270-94.0% |