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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 | $4,660 | $172,111-97.3% | $150,298-96.9% | $137,256-96.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.69% | 69.37%-47.7pp | 62.79%-41.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,006 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $1,041 | $6,166-83.1% | $5,453-80.9% | $6,407-83.7% |
| Admin fee / account holder | $944 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |