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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 | $5,909 | $172,111-96.6% | $150,298-96.1% | $137,256-95.7% |
| Participation rate | 87.0% | 81.7%+5.2pp | 77.8%+9.2pp | 80.0%+7.0pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $984 | $4,636-78.8% | $4,154-76.3% | $4,156-76.3% |
| Participant deferral / active EE | $1,423 | $6,166-76.9% | $5,453-73.9% | $6,407-77.8% |
| Admin fee / account holder | $1,569 | $16,471-90.5% | $14,116-88.9% | $12,270-87.2% |