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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 | $4,519 | $81,276-94.4% | $155,574-97.1% | $80,925-94.4% |
| Participation rate | 92.7% | 66.2%+26.4pp | 78.2%+14.5pp | 67.7%+25.0pp |
| Annual return | 67.70% | 33.36%+34.3pp | 64.87%+2.8pp | 35.65%+32.1pp |
| Employer contribution / active EE | $1,221 | $3,103-60.6% | $4,676-73.9% | $2,756-55.7% |
| Participant deferral / active EE | $777 | $3,453-77.5% | $5,629-86.2% | $4,299-81.9% |
| Admin fee / account holder | $594 | $7,993-92.6% | $15,914-96.3% | $6,940-91.4% |