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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 | $7,945 | $91,559-91.3% | $133,959-94.1% | $79,858-90.1% |
| Participation rate | 87.1% | 73.3%+13.7pp | 79.8%+7.3pp | 69.6%+17.5pp |
| Annual return | 15.16% | 61.85%-46.7pp | 45.09%-29.9pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,449 | $3,734-61.2% | $5,047-71.3% | $3,740-61.3% |
| Admin fee / account holder | $1,366 | $6,321-78.4% | $8,928-84.7% | $5,306-74.3% |