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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 | $5,293 | $65,364-91.9% | $92,909-94.3% | $72,975-92.7% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 29.76% | 42.11%-12.3pp | 109.44%-79.7pp | 81.01%-51.2pp |
| Employer contribution / active EE | $6,171 | $2,594+137.9% | $3,653+68.9% | $2,440+152.9% |
| Participant deferral / active EE | $127 | $3,128-95.9% | $4,238-97.0% | $3,608-96.5% |
| Admin fee / account holder | $588 | $4,251-86.2% | $5,795-89.9% | $5,124-88.5% |