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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 | $10,255 | $110,307-90.7% | $96,576-89.4% | $139,456-92.6% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 15.42% | 26.40%-11.0pp | 25.87%-10.4pp | 373.45%-358.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $663 | $5,547-88.0% | $4,851-86.3% | $6,711-90.1% |
| Admin fee / account holder | $375 | $11,597-96.8% | $8,253-95.5% | $11,407-96.7% |