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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 | $5,097 | $171,930-97.0% | $151,266-96.6% | $154,746-96.7% |
| Participation rate | 93.3% | 80.5%+12.8pp | 77.0%+16.4pp | 80.7%+12.6pp |
| Annual return | 22.02% | 242.03%-220.0pp | 180.60%-158.6pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,368 | $4,710-70.9% | $4,237-67.7% | $4,379-68.8% |
| Participant deferral / active EE | $1,889 | $8,191-76.9% | $7,337-74.3% | $6,730-71.9% |
| Admin fee / account holder | $1,067 | $15,803-93.2% | $13,159-91.9% | $14,365-92.6% |