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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 | $19,921 | $118,708-83.2% | $98,920-79.9% | $158,982-87.5% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 16.08% | 372.49%-356.4pp | 196.47%-180.4pp | 302.99%-286.9pp |
| Employer contribution / active EE | $512 | $3,334-84.6% | $2,689-80.9% | $4,763-89.2% |
| Participant deferral / active EE | $1,071 | $5,089-79.0% | $4,245-74.8% | $5,983-82.1% |
| Admin fee / account holder | $458 | $10,134-95.5% | $6,643-93.1% | $11,252-95.9% |