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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 | $7,277 | $223,823-96.7% | $211,142-96.6% | $154,746-95.3% |
| Participation rate | 86.7% | 87.9%-1.2pp | 87.3%-0.6pp | 80.7%+6.0pp |
| Annual return | 18.49% | 50.39%-31.9pp | 46.84%-28.3pp | 172.34%-153.8pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,029 | $9,750-68.9% | $9,284-67.4% | $6,730-55.0% |
| Admin fee / account holder | $1,128 | $19,707-94.3% | $19,076-94.1% | $14,365-92.1% |