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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 | $916 | $70,366-98.7% | $66,674-98.6% | $138,895-99.3% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.7%+3.2pp | 79.9%-3.0pp |
| Annual return | 16.00% | 386.41%-370.4pp | 321.24%-305.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $452 | $4,374-89.7% | $4,084-88.9% | $6,396-92.9% |
| Admin fee / account holder | $506 | $5,262-90.4% | $5,098-90.1% | $12,562-96.0% |