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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 | $2,888 | $102,609-97.2% | $98,090-97.1% | $138,895-97.9% |
| Participation rate | 93.8% | 82.8%+11.0pp | 81.5%+12.2pp | 79.9%+13.8pp |
| Annual return | 47.03% | 36.44%+10.6pp | 37.05%+10.0pp | 145.39%-98.4pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,031 | $8,167-75.1% | $7,845-74.1% | $6,396-68.2% |
| Admin fee / account holder | $573 | $11,434-95.0% | $11,815-95.2% | $12,562-95.4% |