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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 | $2,025 | $174,379-98.8% | $152,093-98.7% | $138,895-98.5% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 17.76% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,269 | $6,159-79.4% | $5,451-76.7% | $6,396-80.2% |
| Admin fee / account holder | $558 | $16,880-96.7% | $14,497-96.1% | $12,562-95.6% |