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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 | $8,241 | $184,014-95.5% | $161,149-94.9% | $138,895-94.1% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.8%+10.1pp | 79.9%+9.0pp |
| Annual return | 20.96% | 21.52%-0.6pp | 21.16%-0.2pp | 145.39%-124.4pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,089 | $6,909-69.8% | $6,153-66.1% | $6,396-67.3% |
| Admin fee / account holder | $475 | $18,027-97.4% | $15,194-96.9% | $12,562-96.2% |