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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 | $5,104 | $174,379-97.1% | $152,093-96.6% | $138,895-96.3% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 15.63% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,235 | $6,159-80.0% | $5,451-77.4% | $6,396-80.7% |
| Admin fee / account holder | $1,964 | $16,880-88.4% | $14,497-86.5% | $12,562-84.4% |