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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 | $7,516 | $85,169-91.2% | $172,755-95.6% | $72,983-89.7% |
| Participation rate | 92.0% | 70.1%+21.9pp | 82.6%+9.4pp | 69.5%+22.5pp |
| Annual return | 18.23% | 27.32%-9.1pp | 802.94%-784.7pp | 81.01%-62.8pp |
| Employer contribution / active EE | $747 | $3,324-77.5% | $5,144-85.5% | $2,440-69.4% |
| Participant deferral / active EE | $802 | $3,260-75.4% | $5,198-84.6% | $3,608-77.8% |
| Admin fee / account holder | $386 | $5,880-93.4% | $13,955-97.2% | $5,124-92.5% |