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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 | $65,706 | $375,661-82.5% | $312,151-79.0% | $382,429-82.8% |
| Participation rate | 72.7% | 91.4%-18.6pp | 89.1%-16.4pp | 87.7%-15.0pp |
| Annual return | 20.88% | 0.11%+20.8pp | 1.82%+19.1pp | 248.85%-228.0pp |
| Employer contribution / active EE | $0 | $9,697-100.0% | $8,031-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $1,012 | $5,737-82.4% | $5,370-81.1% | $5,727-82.3% |
| Admin fee / account holder | $8,328 | $64,308-87.0% | $51,799-83.9% | $30,732-72.9% |