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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 | $73,563 | $288,797-74.5% | $239,577-69.3% | $382,429-80.8% |
| Participation rate | 75.0% | 85.8%-10.8pp | 82.1%-7.1pp | 87.7%-12.7pp |
| Annual return | 20.46% | -3.30%+23.8pp | -0.70%+21.2pp | 248.85%-228.4pp |
| Employer contribution / active EE | $0 | $8,558-100.0% | $7,232-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $2,978 | $6,420-53.6% | $5,676-47.5% | $5,727-48.0% |
| Admin fee / account holder | $22,089 | $18,649+18.4% | $19,315+14.4% | $30,732-28.1% |