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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 | $1,672 | $202,463-99.2% | $169,397-99.0% | $139,487-98.8% |
| Participation rate | 95.2% | 81.1%+14.1pp | 77.2%+18.1pp | 80.3%+14.9pp |
| Annual return | 25.36% | 532.64%-507.3pp | 406.23%-380.9pp | 373.84%-348.5pp |
| Employer contribution / active EE | $0 | $4,694-100.0% | $4,013-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,094 | $6,941-84.2% | $6,223-82.4% | $6,713-83.7% |
| Admin fee / account holder | $649 | $10,726-93.9% | $9,017-92.8% | $11,407-94.3% |