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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 | $884 | $125,193-99.3% | $105,591-99.2% | $145,978-99.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 9.56% | 225.53%-216.0pp | 116.43%-106.9pp | 550.52%-541.0pp |
| Employer contribution / active EE | $0 | $3,718-100.0% | $3,166-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $982 | $5,708-82.8% | $5,008-80.4% | $6,690-85.3% |
| Admin fee / account holder | $306 | $17,277-98.2% | $11,024-97.2% | $13,400-97.7% |