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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 | $7,042 | $154,228-95.4% | $145,433-95.2% | $137,256-94.9% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 21.68% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,129 | $4,804-76.5% | $4,554-75.2% | $4,156-72.8% |
| Participant deferral / active EE | $1,702 | $8,216-79.3% | $7,897-78.4% | $6,407-73.4% |
| Admin fee / account holder | $891 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |