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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 | $9,557 | $184,014-94.8% | $161,149-94.1% | $138,895-93.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 20.03% | 21.52%-1.5pp | 21.16%-1.1pp | 145.39%-125.4pp |
| Employer contribution / active EE | $1,519 | $5,055-70.0% | $4,360-65.2% | $4,194-63.8% |
| Participant deferral / active EE | $1,628 | $6,909-76.4% | $6,153-73.5% | $6,396-74.5% |
| Admin fee / account holder | $1,130 | $18,027-93.7% | $15,194-92.6% | $12,562-91.0% |