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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 | $2,681 | $156,398-98.3% | $147,318-98.2% | $138,895-98.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 15.91% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,833 | $8,237-77.8% | $7,906-76.8% | $6,396-71.4% |
| Admin fee / account holder | $1,737 | $14,976-88.4% | $13,708-87.3% | $12,562-86.2% |