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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 | $5,354 | $124,330-95.7% | $109,173-95.1% | $167,536-96.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.75% | 26.04%-15.3pp | 25.75%-15.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,218 | $4,209-71.1% | $3,723-67.3% | $4,839-74.8% |
| Participant deferral / active EE | $483 | $5,256-90.8% | $4,654-89.6% | $6,342-92.4% |
| Admin fee / account holder | $878 | $7,974-89.0% | $6,755-87.0% | $12,315-92.9% |