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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 | $4,250 | $115,796-96.3% | $101,264-95.8% | $158,950-97.3% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 26.09% | 56.15%-30.1pp | 46.48%-20.4pp | 302.91%-276.8pp |
| Employer contribution / active EE | $3,129 | $4,175-25.0% | $3,660-14.5% | $4,762-34.3% |
| Participant deferral / active EE | $95 | $4,958-98.1% | $4,370-97.8% | $5,983-98.4% |
| Admin fee / account holder | $1,077 | $7,247-85.1% | $5,947-81.9% | $11,248-90.4% |