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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 | $2,748 | $70,666-96.1% | $169,385-98.4% | $75,181-96.3% |
| Participation rate | 85.7% | 64.8%+20.9pp | 77.2%+8.6pp | 67.2%+18.5pp |
| Annual return | 35.17% | 36.37%-1.2pp | 405.82%-370.7pp | 160.69%-125.5pp |
| Employer contribution / active EE | $873 | $2,210-60.5% | $4,012-78.2% | $2,671-67.3% |
| Participant deferral / active EE | $1,322 | $4,308-69.3% | $6,221-78.8% | $4,126-68.0% |
| Admin fee / account holder | $409 | $5,402-92.4% | $9,011-95.5% | $5,650-92.8% |