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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 | $7,086 | $174,379-95.9% | $152,093-95.3% | $138,895-94.9% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 29.77% | 74.86%-45.1pp | 66.36%-36.6pp | 145.39%-115.6pp |
| Employer contribution / active EE | $1,475 | $4,652-68.3% | $4,175-64.7% | $4,194-64.8% |
| Participant deferral / active EE | $1,647 | $6,159-73.3% | $5,451-69.8% | $6,396-74.3% |
| Admin fee / account holder | $370 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |