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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 | $3,201 | $93,345-96.6% | $119,126-97.3% | $87,485-96.3% |
| Participation rate | 82.9% | 68.7%+14.2pp | 75.8%+7.2pp | 68.9%+14.0pp |
| Annual return | 18.99% | 19.08%-0.1pp | 282.11%-263.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $960 | $4,099-76.6% | $5,318-81.9% | $4,274-77.5% |
| Admin fee / account holder | $464 | $8,039-94.2% | $10,693-95.7% | $7,775-94.0% |