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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 | $7,171 | $105,145-93.2% | $94,664-92.4% | $139,466-94.9% |
| Participation rate | 73.9% | 82.4%-8.5pp | 80.8%-6.9pp | 80.3%-6.4pp |
| Annual return | 18.72% | 38.09%-19.4pp | 156.84%-138.1pp | 373.66%-354.9pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,673-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,491 | $7,599-80.4% | $7,417-79.9% | $6,712-77.8% |
| Admin fee / account holder | $768 | $8,972-91.4% | $7,222-89.4% | $11,409-93.3% |