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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 | $1,811 | $199,109-99.1% | $173,730-99.0% | $154,746-98.8% |
| Participation rate | 91.3% | 82.8%+8.5pp | 79.6%+11.7pp | 80.7%+10.6pp |
| Annual return | 23.73% | 20.02%+3.7pp | 19.96%+3.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,397 | $7,113-80.4% | $6,326-77.9% | $6,730-79.2% |
| Admin fee / account holder | $800 | $20,916-96.2% | $17,523-95.4% | $14,365-94.4% |