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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 | $8,202 | $181,062-95.5% | $158,223-94.8% | $155,188-94.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 17.12% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,088 | $6,134-82.3% | $5,467-80.1% | $6,531-83.3% |
| Admin fee / account holder | $449 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |