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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 | $28,139 | $180,459-84.4% | $154,108-81.7% | $135,380-79.2% |
| Participation rate | 87.0% | 87.4%-0.5pp | 83.0%+3.9pp | 82.6%+4.3pp |
| Annual return | 0.37% | 888.21%-887.8pp | 735.21%-734.8pp | 519.81%-519.4pp |
| Employer contribution / active EE | $3,241 | $6,035-46.3% | $5,298-38.8% | $4,779-32.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $753 | $16,145-95.3% | $13,411-94.4% | $10,828-93.0% |