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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 | $3,733 | $112,131-96.7% | $95,964-96.1% | $158,982-97.7% |
| Participation rate | 95.5% | 79.0%+16.5pp | 77.1%+18.4pp | 82.0%+13.5pp |
| Annual return | 19.10% | 171.19%-152.1pp | 91.64%-72.5pp | 302.99%-283.9pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,032 | $4,784-78.4% | $4,167-75.2% | $5,983-82.8% |
| Admin fee / account holder | $376 | $10,136-96.3% | $6,797-94.5% | $11,252-96.7% |