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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 | $2,874 | $106,749-97.3% | $145,433-98.0% | $82,448-96.5% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 51.27% | 27.59%+23.7pp | 66.58%-15.3pp | 41.64%+9.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,394 | $6,519-63.3% | $7,897-69.7% | $4,139-42.2% |
| Admin fee / account holder | $2,873 | $8,390-65.8% | $13,129-78.1% | $7,234-60.3% |