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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 | $6,647 | $174,379-96.2% | $152,093-95.6% | $138,895-95.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 17.30% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,114 | $4,652-76.1% | $4,175-73.3% | $4,194-73.4% |
| Participant deferral / active EE | $1,395 | $6,159-77.3% | $5,451-74.4% | $6,396-78.2% |
| Admin fee / account holder | $1,307 | $16,880-92.3% | $14,497-91.0% | $12,562-89.6% |