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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 | $21,461 | $147,556-85.5% | $129,031-83.4% | $198,609-89.2% |
| Participation rate | 87.5% | 77.2%+10.3pp | 73.4%+14.1pp | 82.4%+5.1pp |
| Annual return | 14.96% | 37.41%-22.5pp | 34.67%-19.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,420 | $5,760-75.3% | $5,217-72.8% | $6,977-79.6% |
| Admin fee / account holder | $873 | $15,467-94.4% | $13,208-93.4% | $19,030-95.4% |