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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 | $1,358 | $152,592-99.1% | $125,180-98.9% | $152,885-99.1% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 49.75% | 54.84%-5.1pp | 43.79%+6.0pp | 345.39%-295.6pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,535 | $5,868-73.8% | $4,937-68.9% | $5,851-73.8% |
| Admin fee / account holder | $389 | $13,435-97.1% | $9,703-96.0% | $11,598-96.6% |