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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 | $3,293 | $117,895-97.2% | $102,460-96.8% | $145,897-97.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.90% | 31.92%-16.0pp | 29.47%-13.6pp | 552.29%-536.4pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,420 | $5,736-75.2% | $5,056-71.9% | $6,689-78.8% |
| Admin fee / account holder | $542 | $13,353-95.9% | $9,460-94.3% | $13,390-96.0% |