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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 | $15,714 | $153,769-89.8% | $133,975-88.3% | $273,972-94.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.66% | 36.51%-30.8pp | 29.29%-23.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $584 | $6,958-91.6% | $6,282-90.7% | $5,287-89.0% |
| Admin fee / account holder | $660 | $11,765-94.4% | $9,324-92.9% | $10,133-93.5% |