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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 | $1,679 | $72,071-97.7% | $68,368-97.5% | $137,256-98.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 31.91% | 353.14%-321.2pp | 292.57%-260.7pp | 220.34%-188.4pp |
| Employer contribution / active EE | $1,239 | $2,788-55.6% | $2,649-53.2% | $4,156-70.2% |
| Participant deferral / active EE | $155 | $4,410-96.5% | $4,123-96.2% | $6,407-97.6% |
| Admin fee / account holder | $473 | $5,336-91.1% | $5,150-90.8% | $12,270-96.1% |