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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 | $3,213 | $167,362-98.1% | $143,799-97.8% | $134,532-97.6% |
| Participation rate | 79.2% | 84.8%-5.7pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | 0.37% | 0.47%-0.1pp | -0.04%+0.4pp | 418.27%-417.9pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,376 | $6,447-78.7% | $5,638-75.6% | $6,401-78.5% |
| Admin fee / account holder | $360 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |