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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 | $3,354 | $154,228-97.8% | $145,433-97.7% | $137,256-97.6% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 33.38% | 74.59%-41.2pp | 66.58%-33.2pp | 220.34%-187.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,756 | $8,216-78.6% | $7,897-77.8% | $6,407-72.6% |
| Admin fee / account holder | $307 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |