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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 | $4,535 | $88,996-94.9% | $78,004-94.2% | $138,895-96.7% |
| Participation rate | 87.5% | 74.4%+13.1pp | 69.4%+18.1pp | 79.9%+7.6pp |
| Annual return | 21.53% | 28.03%-6.5pp | 31.07%-9.5pp | 145.39%-123.9pp |
| Employer contribution / active EE | $797 | $2,917-72.7% | $2,469-67.7% | $4,194-81.0% |
| Participant deferral / active EE | $978 | $4,724-79.3% | $4,092-76.1% | $6,396-84.7% |
| Admin fee / account holder | $814 | $8,807-90.8% | $7,578-89.3% | $12,562-93.5% |