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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 | $16,918 | $149,679-88.7% | $117,039-85.5% | $147,586-88.5% |
| Participation rate | 77.8% | 83.5%-5.7pp | 77.2%+0.6pp | 82.8%-5.1pp |
| Annual return | 16.30% | 19.31%-3.0pp | 18.95%-2.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $693 | $4,912-85.9% | $3,929-82.4% | $5,439-87.3% |
| Admin fee / account holder | $1,156 | $7,856-85.3% | $5,974-80.6% | $10,886-89.4% |