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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 | $5,807 | $89,259-93.5% | $107,187-94.6% | $82,637-93.0% |
| Participation rate | 81.6% | 67.9%+13.6pp | 75.0%+6.6pp | 68.1%+13.5pp |
| Annual return | 37.27% | 21.02%+16.3pp | 204.55%-167.3pp | 53.51%-16.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,342 | $4,037-66.8% | $5,096-73.7% | $4,126-67.5% |
| Admin fee / account holder | $1,074 | $7,381-85.5% | $9,162-88.3% | $7,339-85.4% |