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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 | $5,139 | $172,111-97.0% | $150,298-96.6% | $137,256-96.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 24.03% | 69.37%-45.3pp | 62.79%-38.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,041 | $4,636-77.6% | $4,154-74.9% | $4,156-75.0% |
| Participant deferral / active EE | $1,494 | $6,166-75.8% | $5,453-72.6% | $6,407-76.7% |
| Admin fee / account holder | $2,490 | $16,471-84.9% | $14,116-82.4% | $12,270-79.7% |