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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 | $5,030 | $124,425-96.0% | $112,040-95.5% | $137,256-96.3% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 29.20% | 24.72%+4.5pp | 24.52%+4.7pp | 220.34%-191.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,599 | $5,718-72.0% | $5,098-68.6% | $6,407-75.0% |
| Admin fee / account holder | $1,225 | $15,207-91.9% | $12,098-89.9% | $12,270-90.0% |