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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 | $6,163 | $89,364-93.1% | $141,177-95.6% | $72,983-91.6% |
| Participation rate | 88.4% | 75.1%+13.2pp | 82.5%+5.9pp | 69.5%+18.9pp |
| Annual return | 33.72% | 111.86%-78.1pp | 71.40%-37.7pp | 81.01%-47.3pp |
| Employer contribution / active EE | $893 | $3,115-71.3% | $4,736-81.1% | $2,440-63.4% |
| Participant deferral / active EE | $1,772 | $5,419-67.3% | $6,710-73.6% | $3,608-50.9% |
| Admin fee / account holder | $368 | $5,959-93.8% | $10,263-96.4% | $5,124-92.8% |