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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 | $4,396 | $117,895-96.3% | $102,460-95.7% | $145,897-97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.37% | 31.92%-14.6pp | 29.47%-12.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,409 | $3,619-33.4% | $3,025-20.4% | $4,663-48.3% |
| Participant deferral / active EE | $1,668 | $5,736-70.9% | $5,056-67.0% | $6,689-75.1% |
| Admin fee / account holder | $1,167 | $13,353-91.3% | $9,460-87.7% | $13,390-91.3% |