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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 | $3,252 | $183,516-98.2% | $155,534-97.9% | $145,884-97.8% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 52.88% | 61.43%-8.5pp | 64.92%-12.0pp | 551.85%-499.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,458 | $6,467-77.5% | $5,630-74.1% | $6,690-78.2% |
| Admin fee / account holder | $302 | $19,293-98.4% | $15,900-98.1% | $13,392-97.7% |