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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 | $88,672-93.5% | $105,223-94.5% | $82,448-93.0% |
| Participation rate | 81.6% | 67.9%+13.7pp | 75.0%+6.5pp | 68.1%+13.5pp |
| Annual return | 37.27% | 30.86%+6.4pp | 180.65%-143.4pp | 41.64%-4.4pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,342 | $4,036-66.8% | $5,072-73.5% | $4,139-67.6% |
| Admin fee / account holder | $1,074 | $7,146-85.0% | $8,859-87.9% | $7,234-85.2% |