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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 | $2,582 | $110,337-97.7% | $102,383-97.5% | $145,877-98.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 11.73% | 24.83%-13.1pp | 24.94%-13.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $701 | $5,621-87.5% | $5,060-86.2% | $6,691-89.5% |
| Admin fee / account holder | $369 | $9,750-96.2% | $8,391-95.6% | $13,402-97.2% |