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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 | $1,017 | $172,758-99.4% | $149,600-99.3% | $138,895-99.3% |
| Participation rate | 77.8% | 80.2%-2.4pp | 77.2%+0.6pp | 79.9%-2.1pp |
| Annual return | 17.06% | 181.17%-164.1pp | 129.59%-112.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $531 | $8,180-93.5% | $7,203-92.6% | $6,396-91.7% |
| Admin fee / account holder | $451 | $17,615-97.4% | $13,963-96.8% | $12,562-96.4% |