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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 | $1,436 | $110,093-98.7% | $97,295-98.5% | $145,897-99.0% |
| Participation rate | 70.0% | 75.9%-5.9pp | 72.7%-2.7pp | 80.3%-10.3pp |
| Annual return | 17.97% | 244.76%-226.8pp | 75.62%-57.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $553 | $4,678-88.2% | $4,264-87.0% | $6,689-91.7% |
| Admin fee / account holder | $357 | $6,212-94.3% | $5,646-93.7% | $13,390-97.3% |