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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 | $3,125 | $101,950-96.9% | $125,529-97.5% | $86,983-96.4% |
| Participation rate | 90.2% | 70.2%+20.0pp | 74.7%+15.5pp | 69.5%+20.7pp |
| Annual return | 28.36% | 18.29%+10.1pp | 202.56%-174.2pp | 25.83%+2.5pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,661 | $3,862-57.0% | $4,813-65.5% | $4,194-60.4% |
| Admin fee / account holder | $334 | $12,791-97.4% | $16,298-98.0% | $7,856-95.8% |