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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 | $8,075 | $209,336-96.1% | $197,124-95.9% | $137,256-94.1% |
| Participation rate | 82.6% | 87.3%-4.7pp | 86.7%-4.1pp | 80.0%+2.6pp |
| Annual return | 21.90% | 48.09%-26.2pp | 44.34%-22.4pp | 220.34%-198.4pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,201 | $9,614-77.1% | $9,135-75.9% | $6,407-65.6% |
| Admin fee / account holder | $889 | $17,308-94.9% | $16,298-94.5% | $12,270-92.8% |