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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 | $1,685 | $111,814-98.5% | $103,378-98.4% | $145,978-98.8% |
| Participation rate | 82.4% | 77.9%+4.4pp | 74.5%+7.8pp | 80.3%+2.1pp |
| Annual return | 13.95% | 24.80%-10.9pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $985 | $5,618-82.5% | $5,058-80.5% | $6,690-85.3% |
| Admin fee / account holder | $325 | $9,764-96.7% | $8,401-96.1% | $13,400-97.6% |