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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 | $7,863 | $111,535-92.9% | $105,223-92.5% | $137,256-94.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 18.99% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,080 | $3,939-72.6% | $3,689-70.7% | $4,156-74.0% |
| Participant deferral / active EE | $1,336 | $5,500-75.7% | $5,072-73.7% | $6,407-79.2% |
| Admin fee / account holder | $445 | $9,721-95.4% | $8,859-95.0% | $12,270-96.4% |