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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 | $1,739 | $108,825-98.4% | $156,181-98.9% | $82,448-97.9% |
| Participation rate | 93.4% | 72.4%+21.1pp | 78.8%+14.6pp | 68.1%+25.4pp |
| Annual return | 59.06% | 20.59%+38.5pp | 64.87%-5.8pp | 41.64%+17.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,203 | $4,577-73.7% | $6,132-80.4% | $4,139-70.9% |
| Admin fee / account holder | $795 | $9,341-91.5% | $14,586-94.5% | $7,234-89.0% |