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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 | $26,960 | $152,592-82.3% | $125,180-78.5% | $152,885-82.4% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.5%-7.5pp |
| Annual return | 24.95% | 54.84%-29.9pp | 43.79%-18.8pp | 345.39%-320.4pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,343 | $5,868-77.1% | $4,937-72.8% | $5,851-77.0% |
| Admin fee / account holder | $538 | $13,435-96.0% | $9,703-94.5% | $11,598-95.4% |