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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 | $62,867 | $216,874-71.0% | $174,595-64.0% | $382,429-83.6% |
| Participation rate | 70.0% | 86.9%-16.9pp | 85.1%-15.1pp | 87.7%-17.7pp |
| Annual return | 10.83% | 7969.70%-7958.9pp | 6861.22%-6850.4pp | 248.85%-238.0pp |
| Employer contribution / active EE | $0 | $4,110-100.0% | $3,630-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $2,666 | $4,809-44.6% | $4,379-39.1% | $5,727-53.4% |
| Admin fee / account holder | $3,820 | $12,030-68.2% | $10,352-63.1% | $30,732-87.6% |