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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 | $1,676 | $209,336-99.2% | $197,124-99.1% | $137,256-98.8% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 21.84% | 48.09%-26.3pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,865 | $9,614-80.6% | $9,135-79.6% | $6,407-70.9% |
| Admin fee / account holder | $1,415 | $17,308-91.8% | $16,298-91.3% | $12,270-88.5% |