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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 | $1,251 | $174,379-99.3% | $152,093-99.2% | $138,895-99.1% |
| Participation rate | 82.4% | 81.6%+0.7pp | 77.8%+4.6pp | 79.9%+2.4pp |
| Annual return | 21.07% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $550 | $6,159-91.1% | $5,451-89.9% | $6,396-91.4% |
| Admin fee / account holder | $482 | $16,880-97.1% | $14,497-96.7% | $12,562-96.2% |