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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 | $9,973 | $125,184-92.0% | $105,607-90.6% | $145,884-93.2% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.5pp | 80.3%-7.6pp |
| Annual return | 9.31% | 225.00%-215.7pp | 116.11%-106.8pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $246 | $5,714-95.7% | $5,011-95.1% | $6,690-96.3% |
| Admin fee / account holder | $451 | $17,133-97.4% | $10,958-95.9% | $13,392-96.6% |