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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 | $3,386 | $182,442-98.1% | $163,379-97.9% | $138,895-97.6% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.8%+10.7pp | 79.9%+7.6pp |
| Annual return | 19.82% | 72.74%-52.9pp | 63.41%-43.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $845 | $6,817-87.6% | $6,282-86.6% | $6,396-86.8% |
| Admin fee / account holder | $332 | $10,396-96.8% | $9,818-96.6% | $12,562-97.4% |