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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 | $2,009 | $125,778-98.4% | $114,563-98.2% | $154,746-98.7% |
| Participation rate | 77.3% | 75.2%+2.1pp | 72.9%+4.4pp | 80.7%-3.4pp |
| Annual return | 20.65% | 295.14%-274.5pp | 241.09%-220.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $653 | $4,445-85.3% | $4,142-84.2% | $6,730-90.3% |
| Admin fee / account holder | $519 | $8,190-93.7% | $7,623-93.2% | $14,365-96.4% |