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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 | $17,713 | $171,492-89.7% | $150,734-88.2% | $198,609-91.1% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 13.92% | 804.70%-790.8pp | 600.81%-586.9pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $329 | $6,259-94.7% | $5,610-94.1% | $6,977-95.3% |
| Admin fee / account holder | $408 | $17,628-97.7% | $14,905-97.3% | $19,030-97.9% |