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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 | $2,980 | $180,749-98.4% | $160,784-98.1% | $137,256-97.8% |
| Participation rate | 72.2% | 80.0%-7.8pp | 77.0%-4.7pp | 80.0%-7.7pp |
| Annual return | 23.28% | 2234.46%-2211.2pp | 1803.92%-1780.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $652 | $6,844-90.5% | $6,293-89.6% | $6,407-89.8% |
| Admin fee / account holder | $325 | $10,397-96.9% | $9,717-96.7% | $12,270-97.4% |