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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 | $156,398-96.3% | $147,318-96.1% | $138,895-95.8% |
| Participation rate | 90.5% | 83.8%+6.7pp | 82.1%+8.4pp | 79.9%+10.6pp |
| Annual return | 19.34% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,866 | $4,853-61.5% | $4,593-59.4% | $4,194-55.5% |
| Participant deferral / active EE | $1,974 | $8,237-76.0% | $7,906-75.0% | $6,396-69.1% |
| Admin fee / account holder | $523 | $14,976-96.5% | $13,708-96.2% | $12,562-95.8% |