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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 | $2,977 | $183,592-98.4% | $155,574-98.1% | $145,877-98.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.72% | 61.37%-49.7pp | 64.87%-53.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $950 | $6,466-85.3% | $5,629-83.1% | $6,691-85.8% |
| Admin fee / account holder | $499 | $19,316-97.4% | $15,914-96.9% | $13,402-96.3% |