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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 | $5,694 | $209,422-97.3% | $178,503-96.8% | $158,982-96.4% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 17.03% | 188.81%-171.8pp | 151.12%-134.1pp | 302.99%-286.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,870 | $5,955-68.6% | $5,202-64.1% | $5,983-68.7% |
| Admin fee / account holder | $529 | $17,079-96.9% | $13,987-96.2% | $11,252-95.3% |