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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 | $7,703 | $185,312-95.8% | $161,489-95.2% | $154,746-95.0% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 16.77% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,500 | $6,350-76.4% | $5,630-73.4% | $6,730-77.7% |
| Admin fee / account holder | $319 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |