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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 | $5,784 | $154,228-96.2% | $145,433-96.0% | $137,256-95.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 80.0%+10.5pp |
| Annual return | 19.34% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,866 | $4,804-61.1% | $4,554-59.0% | $4,156-55.1% |
| Participant deferral / active EE | $1,974 | $8,216-76.0% | $7,897-75.0% | $6,407-69.2% |
| Admin fee / account holder | $523 | $14,344-96.4% | $13,129-96.0% | $12,270-95.7% |