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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 | $4,498 | $201,370-97.8% | $184,256-97.6% | $145,897-96.9% |
| Participation rate | 88.2% | 87.5%+0.7pp | 86.8%+1.4pp | 80.3%+7.9pp |
| Annual return | 14.53% | 29.05%-14.5pp | 28.85%-14.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,137 | $9,808-78.2% | $9,133-76.6% | $6,689-68.1% |
| Admin fee / account holder | $371 | $16,364-97.7% | $13,899-97.3% | $13,390-97.2% |