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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 | $156,398-95.5% | $147,318-95.2% | $138,895-94.9% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 21.68% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,129 | $4,853-76.7% | $4,593-75.4% | $4,194-73.1% |
| Participant deferral / active EE | $1,702 | $8,237-79.3% | $7,906-78.5% | $6,396-73.4% |
| Admin fee / account holder | $891 | $14,976-94.1% | $13,708-93.5% | $12,562-92.9% |