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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 | $3,010 | $157,276-98.1% | $141,177-97.9% | $152,885-98.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.53% | 64.33%-38.8pp | 71.40%-45.9pp | 345.39%-319.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,872 | $7,110-73.7% | $6,710-72.1% | $5,851-68.0% |
| Admin fee / account holder | $324 | $12,123-97.3% | $10,263-96.8% | $11,598-97.2% |