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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 | $5,243 | $154,228-96.6% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 33.93% | 74.59%-40.7pp | 66.58%-32.6pp | 220.34%-186.4pp |
| Employer contribution / active EE | $1,406 | $4,804-70.7% | $4,554-69.1% | $4,156-66.2% |
| Participant deferral / active EE | $2,164 | $8,216-73.7% | $7,897-72.6% | $6,407-66.2% |
| Admin fee / account holder | $517 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |