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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 | $11,501 | $226,135-94.9% | $182,558-93.7% | $152,909-92.5% |
| Participation rate | 78.3% | 82.5%-4.2pp | 78.0%+0.3pp | 82.5%-4.2pp |
| Annual return | 11.17% | 192.60%-181.4pp | 148.59%-137.4pp | 345.46%-334.3pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $691 | $6,371-89.1% | $5,526-87.5% | $5,851-88.2% |
| Admin fee / account holder | $1,545 | $10,707-85.6% | $8,594-82.0% | $11,601-86.7% |