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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 | $4,610 | $116,203-96.0% | $93,621-95.1% | $152,909-97.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.03% | 35.96%-18.9pp | 32.76%-15.7pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,903 | $3,219-40.9% | $2,719-30.0% | $4,764-60.0% |
| Participant deferral / active EE | $492 | $4,605-89.3% | $4,070-87.9% | $5,851-91.6% |
| Admin fee / account holder | $418 | $10,751-96.1% | $7,890-94.7% | $11,601-96.4% |