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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 | $4,677 | $111,535-95.8% | $105,223-95.6% | $137,256-96.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.8pp | 80.0%+8.9pp |
| Annual return | 28.01% | 237.85%-209.8pp | 180.65%-152.6pp | 220.34%-192.3pp |
| Employer contribution / active EE | $1,112 | $3,939-71.8% | $3,689-69.9% | $4,156-73.2% |
| Participant deferral / active EE | $1,112 | $5,500-79.8% | $5,072-78.1% | $6,407-82.6% |
| Admin fee / account holder | $761 | $9,721-92.2% | $8,859-91.4% | $12,270-93.8% |