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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 | $10,297 | $107,363-90.4% | $92,909-88.9% | $152,897-93.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 23.46% | 145.63%-122.2pp | 109.44%-86.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,153 | $4,848-76.2% | $4,238-72.8% | $5,851-80.3% |
| Admin fee / account holder | $3,159 | $7,082-55.4% | $5,795-45.5% | $11,599-72.8% |