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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 | $9,370 | $75,962-87.7% | $154,108-93.9% | $64,173-85.4% |
| Participation rate | 98.0% | 70.4%+27.6pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | 3.48% | 30.32%-26.8pp | 735.21%-731.7pp | 7.63%-4.2pp |
| Employer contribution / active EE | $1,125 | $3,350-66.4% | $5,298-78.8% | $2,381-52.7% |
| Participant deferral / active EE | $262 | $3,175-91.7% | $5,081-94.8% | $3,470-92.4% |
| Admin fee / account holder | $1,214 | $5,589-78.3% | $13,411-90.9% | $4,887-75.2% |