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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 | $5,120 | $201,372-97.5% | $184,260-97.2% | $145,884-96.5% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 10.71% | 29.04%-18.3pp | 28.84%-18.1pp | 551.85%-541.1pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,912 | $9,808-70.3% | $9,133-68.1% | $6,690-56.5% |
| Admin fee / account holder | $914 | $16,362-94.4% | $13,898-93.4% | $13,392-93.2% |