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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 | $10,750 | $89,367-88.0% | $141,191-92.4% | $72,975-85.3% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 51.70% | 111.87%-60.2pp | 71.41%-19.7pp | 81.01%-29.3pp |
| Employer contribution / active EE | $1,160 | $3,115-62.8% | $4,736-75.5% | $2,440-52.5% |
| Participant deferral / active EE | $1,769 | $5,419-67.4% | $6,710-73.6% | $3,608-51.0% |
| Admin fee / account holder | $620 | $5,957-89.6% | $10,264-94.0% | $5,124-87.9% |