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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 | $6,009 | $89,367-93.3% | $141,191-95.7% | $72,975-91.8% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 22.74% | 111.87%-89.1pp | 71.41%-48.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,029 | $3,115-67.0% | $4,736-78.3% | $2,440-57.8% |
| Participant deferral / active EE | $1,755 | $5,419-67.6% | $6,710-73.8% | $3,608-51.3% |
| Admin fee / account holder | $1,408 | $5,957-76.4% | $10,264-86.3% | $5,124-72.5% |