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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 | $1,376 | $165,584-99.2% | $142,942-99.0% | $137,256-99.0% |
| Participation rate | 80.0% | 80.1%-0.1pp | 76.8%+3.2pp | 80.0%0pp |
| Annual return | 26.00% | 164.22%-138.2pp | 113.70%-87.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $0 | $4,725-100.0% | $4,139-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $838 | $8,194-89.8% | $7,128-88.2% | $6,407-86.9% |
| Admin fee / account holder | $501 | $16,167-96.9% | $12,475-96.0% | $12,270-95.9% |