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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 | $5,970 | $185,312-96.8% | $161,489-96.3% | $154,746-96.1% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.7%+1.3pp | 80.7%-0.7pp |
| Annual return | 15.02% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,055 | $4,769-77.9% | $4,268-75.3% | $4,379-75.9% |
| Participant deferral / active EE | $1,297 | $6,350-79.6% | $5,630-77.0% | $6,730-80.7% |
| Admin fee / account holder | $1,479 | $18,654-92.1% | $16,006-90.8% | $14,365-89.7% |