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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 | $4,308 | $174,379-97.5% | $152,093-97.2% | $138,895-96.9% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 27.85% | 74.86%-47.0pp | 66.36%-38.5pp | 145.39%-117.5pp |
| Employer contribution / active EE | $1,092 | $4,652-76.5% | $4,175-73.8% | $4,194-74.0% |
| Participant deferral / active EE | $1,534 | $6,159-75.1% | $5,451-71.9% | $6,396-76.0% |
| Admin fee / account holder | $567 | $16,880-96.6% | $14,497-96.1% | $12,562-95.5% |