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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 | $4,987 | $114,119-95.6% | $107,187-95.3% | $138,895-96.4% |
| Participation rate | 91.7% | 78.1%+13.6pp | 75.0%+16.6pp | 79.9%+11.7pp |
| Annual return | 27.67% | 273.21%-245.5pp | 204.55%-176.9pp | 145.39%-117.7pp |
| Employer contribution / active EE | $911 | $4,059-77.6% | $3,782-75.9% | $4,194-78.3% |
| Participant deferral / active EE | $1,338 | $5,538-75.8% | $5,096-73.8% | $6,396-79.1% |
| Admin fee / account holder | $540 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |