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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 | $3,450 | $103,164-96.7% | $90,259-96.2% | $154,746-97.8% |
| Participation rate | 88.9% | 76.1%+12.8pp | 70.7%+18.1pp | 80.7%+8.2pp |
| Annual return | 19.95% | 19.25%+0.7pp | 18.88%+1.1pp | 172.34%-152.4pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $861 | $4,422-80.5% | $3,827-77.5% | $6,730-87.2% |
| Admin fee / account holder | $361 | $8,593-95.8% | $7,267-95.0% | $14,365-97.5% |