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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 | $4,103 | $111,878-96.3% | $93,727-95.6% | $145,897-97.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 18.05% | 204.28%-186.2pp | 133.83%-115.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,180 | $4,920-76.0% | $4,417-73.3% | $6,689-82.4% |
| Admin fee / account holder | $356 | $10,256-96.5% | $8,292-95.7% | $13,390-97.3% |