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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 | $21,444 | $135,956-84.2% | $123,894-82.7% | $273,972-92.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 55.13% | 56.63%-1.5pp | 47.52%+7.6pp | 41.46%+13.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $962 | $6,343-84.8% | $5,984-83.9% | $5,287-81.8% |
| Admin fee / account holder | $427 | $9,817-95.6% | $8,357-94.9% | $10,133-95.8% |