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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 | $4,686 | $98,776-95.3% | $149,745-96.9% | $79,856-94.1% |
| Participation rate | 72.3% | 75.8%-3.4pp | 82.5%-10.1pp | 69.6%+2.7pp |
| Annual return | 20.52% | 27.38%-6.9pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $662 | $3,217-79.4% | $4,646-85.8% | $2,471-73.2% |
| Participant deferral / active EE | $1,089 | $5,681-80.8% | $6,843-84.1% | $3,741-70.9% |
| Admin fee / account holder | $411 | $6,053-93.2% | $9,312-95.6% | $5,306-92.3% |