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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 | $915 | $212,386-99.6% | $199,883-99.5% | $138,895-99.3% |
| Participation rate | 87.0% | 87.4%-0.4pp | 86.8%+0.2pp | 79.9%+7.0pp |
| Annual return | 20.23% | 47.75%-27.5pp | 43.81%-23.6pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $565 | $9,617-94.1% | $9,138-93.8% | $6,396-91.2% |
| Admin fee / account holder | $324 | $18,233-98.2% | $17,268-98.1% | $12,562-97.4% |