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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 | $5,605 | $106,923-94.8% | $84,023-93.3% | $152,909-96.3% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 19.28% | 105.02%-85.7pp | 71.32%-52.0pp | 345.46%-326.2pp |
| Employer contribution / active EE | $429 | $2,735-84.3% | $1,984-78.4% | $4,764-91.0% |
| Participant deferral / active EE | $647 | $4,013-83.9% | $3,239-80.0% | $5,851-88.9% |
| Admin fee / account holder | $917 | $8,289-88.9% | $6,102-85.0% | $11,601-92.1% |