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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 | $1,993 | $178,174-98.9% | $156,181-98.7% | $137,256-98.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 33.75% | 84.19%-50.4pp | 64.87%-31.1pp | 220.34%-186.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,531 | $6,888-77.8% | $6,132-75.0% | $6,407-76.1% |
| Admin fee / account holder | $549 | $17,404-96.8% | $14,586-96.2% | $12,270-95.5% |