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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 | $3,568 | $209,425-98.3% | $178,499-98.0% | $158,966-97.8% |
| Participation rate | 85.0% | 86.4%-1.4pp | 81.9%+3.1pp | 82.0%+3.0pp |
| Annual return | 21.90% | 188.80%-166.9pp | 151.10%-129.2pp | 302.95%-281.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,409 | $5,955-76.3% | $5,202-72.9% | $5,983-76.5% |
| Admin fee / account holder | $624 | $17,078-96.3% | $13,986-95.5% | $11,250-94.5% |