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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 | $2,620 | $111,814-97.7% | $103,378-97.5% | $145,978-98.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 13.42% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,088 | $4,215-74.2% | $3,870-71.9% | $4,662-76.7% |
| Participant deferral / active EE | $1,212 | $5,618-78.4% | $5,058-76.0% | $6,690-81.9% |
| Admin fee / account holder | $766 | $9,764-92.2% | $8,401-90.9% | $13,400-94.3% |