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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 | $5,108 | $105,210-95.1% | $159,487-96.8% | $85,851-94.0% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.8%-2.4pp | 69.3%+11.1pp |
| Annual return | 18.97% | 45.08%-26.1pp | 263.71%-244.7pp | 318.63%-299.7pp |
| Employer contribution / active EE | $793 | $3,319-76.1% | $4,831-83.6% | $2,565-69.1% |
| Participant deferral / active EE | $1,269 | $5,946-78.7% | $7,354-82.7% | $3,952-67.9% |
| Admin fee / account holder | $719 | $6,934-89.6% | $10,804-93.3% | $6,261-88.5% |