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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 | $9,340 | $165,381-94.4% | $149,730-93.8% | $158,966-94.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 25.70% | 348.29%-322.6pp | 276.70%-251.0pp | 302.95%-277.3pp |
| Employer contribution / active EE | $1,419 | $5,104-72.2% | $4,645-69.4% | $4,762-70.2% |
| Participant deferral / active EE | $2,042 | $7,182-71.6% | $6,843-70.2% | $5,983-65.9% |
| Admin fee / account holder | $577 | $10,809-94.7% | $9,310-93.8% | $11,250-94.9% |