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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 | $3,620 | $112,729-96.8% | $98,716-96.3% | $137,256-97.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 23.60% | 38.48%-14.9pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $581 | $2,725-78.7% | $2,279-74.5% | $4,156-86.0% |
| Participant deferral / active EE | $581 | $4,640-87.5% | $4,048-85.7% | $6,407-90.9% |
| Admin fee / account holder | $500 | $10,129-95.1% | $8,703-94.3% | $12,270-95.9% |