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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 | $4,455 | $212,386-97.9% | $199,883-97.8% | $138,895-96.8% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 24.00% | 47.75%-23.7pp | 43.81%-19.8pp | 145.39%-121.4pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,995 | $9,617-79.3% | $9,138-78.2% | $6,396-68.8% |
| Admin fee / account holder | $435 | $18,233-97.6% | $17,268-97.5% | $12,562-96.5% |