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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 | $10,799 | $98,766-89.1% | $149,730-92.8% | $79,852-86.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 18.35% | 27.43%-9.1pp | 276.70%-258.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $726 | $3,217-77.4% | $4,645-84.4% | $2,471-70.6% |
| Participant deferral / active EE | $2,217 | $5,681-61.0% | $6,843-67.6% | $3,740-40.7% |
| Admin fee / account holder | $491 | $6,052-91.9% | $9,310-94.7% | $5,306-90.8% |