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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 | $4,269 | $107,733-96.0% | $92,985-95.4% | $154,746-97.2% |
| Participation rate | 90.0% | 74.6%+15.4pp | 69.5%+20.5pp | 80.7%+9.3pp |
| Annual return | 15.45% | 30.39%-14.9pp | 27.99%-12.5pp | 172.34%-156.9pp |
| Employer contribution / active EE | $557 | $3,126-82.2% | $2,662-79.1% | $4,379-87.3% |
| Participant deferral / active EE | $855 | $5,053-83.1% | $4,377-80.5% | $6,730-87.3% |
| Admin fee / account holder | $1,084 | $11,369-90.5% | $9,463-88.5% | $14,365-92.5% |