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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 | $2,797 | $172,111-98.4% | $150,298-98.1% | $137,256-98.0% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 24.70% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,198 | $6,166-80.6% | $5,453-78.0% | $6,407-81.3% |
| Admin fee / account holder | $527 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |