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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 | $2,627 | $108,897-97.6% | $100,378-97.4% | $145,877-98.2% |
| Participation rate | 82.4% | 83.0%-0.6pp | 81.5%+0.8pp | 80.3%+2.1pp |
| Annual return | 12.48% | 58.17%-45.7pp | 49.41%-36.9pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,077 | $8,455-87.3% | $8,087-86.7% | $6,691-83.9% |
| Admin fee / account holder | $476 | $9,690-95.1% | $7,899-94.0% | $13,402-96.4% |