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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 | $4,423 | $100,147-95.6% | $81,286-94.6% | $145,877-97.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 69.5%+13.1pp | 80.3%+2.3pp |
| Annual return | 9.31% | 34.44%-25.1pp | 24.80%-15.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $783 | $2,977-73.7% | $2,463-68.2% | $4,663-83.2% |
| Participant deferral / active EE | $867 | $4,607-81.2% | $3,883-77.7% | $6,691-87.0% |
| Admin fee / account holder | $1,468 | $8,201-82.1% | $5,764-74.5% | $13,402-89.0% |