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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 | $5,788 | $174,379-96.7% | $152,093-96.2% | $138,895-95.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 22.49% | 74.86%-52.4pp | 66.36%-43.9pp | 145.39%-122.9pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,398 | $6,159-77.3% | $5,451-74.4% | $6,396-78.2% |
| Admin fee / account holder | $1,135 | $16,880-93.3% | $14,497-92.2% | $12,562-91.0% |