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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 | $8,975 | $154,228-94.2% | $145,433-93.8% | $137,256-93.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.31% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,963 | $4,804-59.1% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $2,291 | $8,216-72.1% | $7,897-71.0% | $6,407-64.2% |
| Admin fee / account holder | $2,751 | $14,344-80.8% | $13,129-79.0% | $12,270-77.6% |