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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 | $21,421 | $135,956-84.2% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.24% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $653 | $6,343-89.7% | $5,984-89.1% | $5,287-87.6% |
| Admin fee / account holder | $614 | $9,817-93.8% | $8,357-92.7% | $10,133-93.9% |