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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 | $3,810 | $124,425-96.9% | $112,040-96.6% | $137,256-97.2% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 17.20% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $943 | $5,718-83.5% | $5,098-81.5% | $6,407-85.3% |
| Admin fee / account holder | $375 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |