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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 | $5,080 | $183,516-97.2% | $155,534-96.7% | $145,884-96.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.02% | 61.43%-49.4pp | 64.92%-52.9pp | 551.85%-539.8pp |
| Employer contribution / active EE | $1,229 | $5,315-76.9% | $4,675-73.7% | $4,662-73.6% |
| Participant deferral / active EE | $1,534 | $6,467-76.3% | $5,630-72.8% | $6,690-77.1% |
| Admin fee / account holder | $2,240 | $19,293-88.4% | $15,900-85.9% | $13,392-83.3% |