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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 | $12,921 | $148,623-91.3% | $135,974-90.5% | $139,466-90.7% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 20.04% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,435 | $8,103-69.9% | $7,760-68.6% | $6,712-63.7% |
| Admin fee / account holder | $869 | $12,406-93.0% | $10,767-91.9% | $11,409-92.4% |