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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 | $6,315 | $85,766-92.6% | $136,298-95.4% | $70,126-91.0% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 27.71% | 31.46%-3.7pp | 5156.27%-5128.6pp | 73.15%-45.4pp |
| Employer contribution / active EE | $1,222 | $2,966-58.8% | $4,696-74.0% | $2,343-47.8% |
| Participant deferral / active EE | $2,012 | $5,051-60.2% | $6,247-67.8% | $3,332-39.6% |
| Admin fee / account holder | $445 | $5,421-91.8% | $9,244-95.2% | $4,645-90.4% |