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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 | $2,947 | $148,623-98.0% | $135,974-97.8% | $139,466-97.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 39.86% | 79.30%-39.4pp | 68.30%-28.4pp | 373.66%-333.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,327 | $8,103-71.3% | $7,760-70.0% | $6,712-65.3% |
| Admin fee / account holder | $410 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |