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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 | $2,422 | $209,428-98.8% | $178,498-98.6% | $158,950-98.5% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.67% | 188.78%-172.1pp | 151.09%-134.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,329 | $5,955-77.7% | $5,202-74.5% | $5,983-77.8% |
| Admin fee / account holder | $537 | $17,077-96.9% | $13,985-96.2% | $11,248-95.2% |