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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 | $2,209 | $124,980-98.2% | $108,359-98.0% | $154,746-98.6% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 9.69% | 45.00%-35.3pp | 36.89%-27.2pp | 172.34%-162.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $962 | $4,743-79.7% | $4,137-76.7% | $6,730-85.7% |
| Admin fee / account holder | $325 | $11,502-97.2% | $9,741-96.7% | $14,365-97.7% |