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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 | $35,683 | $254,759-86.0% | $216,567-83.5% | $198,609-82.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 81.6%+4.1pp | 82.4%+3.3pp |
| Annual return | 14.43% | 10.04%+4.4pp | 12.94%+1.5pp | 202.70%-188.3pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $630 | $6,948-90.9% | $6,191-89.8% | $6,977-91.0% |
| Admin fee / account holder | $1,594 | $26,311-93.9% | $21,981-92.7% | $19,030-91.6% |